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 wealth manager organized as an LLC and operating since 2008. The firm serves high-net-worth individuals, families and institutional clients and functions as a capital allocator, blending discretionary portfolio management with advisory services for pooled vehicles and institutions. Its fee arrangements are varied — percentage of AUM, subscription and fixed fees, and performance-based fees are all part of the mix — which supports both traditional advisory mandates and fund-sponsorship roles. The firm’s advisory scope includes financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, selection of other advisers, and pension-related consulting. Constellation also publishes periodicals and runs educational seminars and workshops. It identifies as not an active ESG investor. Constellation has been recognized in industry lists: Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020), and CNBC’s Top 100 Financial Advisory Firms (2025).