Constellation Wealth Advisors

Overview

Headquarters

Cincinnati, OH

Total Firm Assets

$5.4 billion

Average High-Net-Worth Client Portfolio Size

$11.7 million

Stated Minimum Account Size

$2,000,000

Recent Rankings

Forbes 2025: 170

View complete rankings

Fee Disclosure

Source: CONSTELLATION WEATLH ADVISORS FORM ADV PART 2A (JULY 2026) (2026-07-30) · View brochure text

Stated Minimum Annual Fee: $20,000

Estimated Annual Advisory Fees

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets

76.98%

Number of High-Net-Worth Clients

356

Total Client Accounts

2,095

Discretionary Accounts

2,038

Non-Discretionary Accounts

57

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number

147253

• CONSTELLATION WEATLH ADVISORS FORM ADV PART 2A (JULY 2026) (2026-07-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions