MYCIO WEALTH PARTNERS, LLC

RIASEC RegisteredEst. 2005

Total AUM

$15.8B

Discretionary

$694M

4% of AUM

Avg account

$1.9M

Accounts

8,391

Employees

Advisory reps

Firm details

Headquarters: PHILADELPHIA, Pennsylvania
CRD number: 134436
Registered since: April 7, 2005
Website: www.myciowp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI98.24%
Charitable Organizations1.03%
Corporations / Businesses0.73%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mycio Wealth Partners, LLC is an independent registered investment adviser that has operated since 2005 and positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides financial planning and discretionary and non-discretionary portfolio management across individual, pooled vehicle, business and institutional mandates; it also offers pension consulting and the selection of other advisers. Fee arrangements include percentage of AUM, hourly charges and fixed fees. Mycio is not identified as an active ESG investor and is not categorized as a multi-state adviser. The firm maintains multiple industry affiliations—its activities extend into broker-dealer relationships, other investment adviser roles, CPO/CTA functions and sponsorship or GP/manager roles for pooled investment vehicles. Mycio Wealth Partners has been recognized repeatedly in industry rankings, including placement in Barron’s Top 100 RIA lists across several years (2021–2025), and appearances in Forbes and Financial Times lists.