Morgan Stanley
45yrs
Top advisor by experience in Potomac
26yrs
Bart Lanman has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Potomac, Maryland. After 16 years at Tricapital Advisors, Bart joined Wealthspire Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Bart holds the CFP® designation.
One of 108 advisors with offices in Potomac, and one of 103 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 19% by experience at Wealthspire Advisors
Office12435 Park Potomac Avenue Suite 500, Potomac, MD 20854
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$3.41 million
Advisors at the firm238
States licensed ?1 state
Services through Wealthspire Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowWealthspire AdvisorsCurrent firm
- 2017 – 2020Wealthspire AdvisorsPreviously
- 2001 – 2017Tricapital Advisors Inc.Previously
Contact Bart
(212) 973-1200Firm headquarters in New York, NY. Ask for Bart. 12435 Park Potomac Avenue Suite 500Potomac, MD 20854Office · Get directions Instagram pageWealthspire Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Bart
Tailored to Bart’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bart
How do I contact Bart?
Call Wealthspire Advisors at (212) 973-1200 and ask for Bart Lanman. Bart works from the Potomac, MD office.
How long has Bart been a financial advisor?
Bart has been in the industry since 2000, about 26 years. Top 19% by experience at Wealthspire Advisors.
What licenses does Bart hold?
Series 65. Tap any license on this page to see what it allows.
Is Bart a fiduciary?
Bart is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bart paid?
Wealthspire Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Bart for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
44yrs
Top 1% by experience in Maryland
HDS Capital Management
43yrs
Top 2% by experience in Maryland
Wealthspire Advisors
41yrs
Top 2% by experience at Wealthspire Advisors
Morgan Stanley
35yrs
Top 5% by experience in Potomac
Osaic Wealth
35yrs
Top 6% by experience in Potomac