Constellation Wealth Advisors

Overview

Constellation Wealth Advisors is an independent registered investment adviser organized as an LLC. The firm is SEC-registered and first registered in 2008. It positions itself as a capital allocator serving both individual and family clients as well as institutional clients, offering a mix of advisory services across wealth planning and portfolio management. Services extend beyond one-on-one advice: Constellation provides financial planning, discretionary portfolio management for individuals and pooled investment vehicles, pension consulting and portfolio management for businesses or institutions, and selection of third-party advisers. The firm also publishes periodic investment communications and runs educational seminars and workshops. It serves as sponsor, general partner and managing member of pooled investment vehicles. Fee arrangements include traditional percentage-of-AUM billing as well as subscription, fixed-fee and performance-based structures. The firm does not identify as an active ESG investor. Constellation has been recognized in industry rankings, including placement on Financial Times’ Top 300 RIA Firms and FA Magazine’s Top RIA Firms in 2020, and a CNBC Top 100 Financial Advisory Firms listing in 2025.

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