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RIA / WealthAdvisor23 years in industry

ROBERT BARRY HAMILTON

Advisor at WEALTHSPIRE RETIREMENT ADVISORY

Bethesda, MD | ALISO VIEJO, CA

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Search this name across graphsid dfx:ria:96a2fd8f-6b5a-6747-ccfd-1e1d33995d10

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 15, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHSPIRE RETIREMENT ADVISORY
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 3, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Apr 3, 2003
First registration: Apr 15, 2003
Dual registered: no
Other names: ROBERT BARRY HAMILTON
IAPD individual key: 4645592

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHSPIRE RETIREMENT ADVISORY	Institutional manager	Apr 24, 2023	n/a	yes	Bethesda, MD\|ALISO VIEJO, CA	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Dec 16, 2016	Mar 28, 2023	no	BETHESDA, MD\|AUSTIN, TX	Previous registration
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.	Former SEC adviser	Nov 16, 2010	Sep 1, 2016	no	BERWYN, PA	Previous registration
IFG RUSSELL ADVISORS INC	Former SEC adviser	Feb 25, 2010	Sep 1, 2016	no	BERWYN, PA	Previous registration
WHARTON EQUITY CORPORATION	n/a	Apr 15, 2003	Jun 30, 2004	no	HORSHAM, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KESTRA ADVISORY SERVICES, LLC	WEALTHSPIRE RETIREMENT ADVISORY	Mar 28, 2023	Apr 24, 2023	27	Firm change	Other
IFG RUSSELL ADVISORS INC	AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.	Sep 1, 2016	Nov 16, 2010	-2,116	Firm change after gap	Other
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.	KESTRA ADVISORY SERVICES, LLC	Sep 1, 2016	Dec 16, 2016	106	Firm change	Other
WHARTON EQUITY CORPORATION	IFG RUSSELL ADVISORS INC	Jun 30, 2004	Feb 25, 2010	2,066	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283330:121254:TX:2023-03-28	Mar 28, 2023	Apr 24, 2023	AUSTIN, TX	Firm change

Relationships

Registered with (5)

→ WEALTHSPIRE RETIREMENT ADVISORYRegistered adviserregistration: current employment
Apr 24, 2023 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Dec 16, 2016 to Mar 28, 2023factForm ADV
→ IFG RUSSELL ADVISORS INCRegistered adviserregistration: previous registration
Feb 25, 2010 to Sep 1, 2016factForm ADV
→ AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.Registered adviserregistration: previous registration
Nov 16, 2010 to Sep 1, 2016factForm ADV
→ WHARTON EQUITY CORPORATIONRegistered adviserregistration: previous registration
Apr 15, 2003 to Jun 30, 2004factForm ADV

Dated events

Occurred
Mar 28, 2023
Advisor changed firm
Robert Barry Hamilton left Kestra Advisory Services, Llc for Wealthspire Retirement Advisory (registered 2023-04-24)
Form ADVobserved 4 days ago