CONSTELLATION WEALTH ADVISORS

RIASEC RegisteredEst. 2008

Total AUM

$5.4B

Discretionary

$5.3B

99% of AUM

Avg account

$2.6M

Accounts

2,095

Employees

Advisory reps

Firm details

Headquarters: CINCINNATI, Ohio
CRD number: 147253
Registered since: May 28, 2008
Website: constellation-wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Subscription Fees, Fixed Fees, Performance Based Fees
Client types: HNWI76.98%
Pooled Investment Vehicles22.05%
Charitable Organizations0.45%
Corporations / Businesses0.31%
Individuals0.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Constellation Wealth Advisors is an independent, SEC-registered registered investment adviser organized as an LLC and providing wealth-management and advisory services to both individual/family and institutional clients. The firm acts as a capital allocator and offers a range of advisory services including financial planning, portfolio management for individuals, pooled vehicles and institutions, selection of outside managers, pension consulting, and educational publishing/seminars. Its fee arrangements are varied—percentage-of-AUM, fixed and subscription fees, and performance-based fees are used depending on the engagement. Constellation does not identify as an active ESG investor. It also has experience sponsoring and acting as a general partner/managing member of pooled investment vehicles. The firm has received industry recognition, including listings in Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), and CNBC’s Top 100 Financial Advisory Firms (2025).