Constellation Wealth Advisors
Cincinnati, OH·SEC-registered · CRD #147253
Constellation Wealth Advisors is an SEC-registered investment advisory firm in Cincinnati, OH managing $5.4B across 2.2k client accounts, with 20 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.4B
Client accounts
2.2k
Advisory staff
20
Fee model
Fee-based
How Constellation Wealth Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL CONSTELLATION WEALTH ADVISORS
See how Constellation compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Constellation Wealth Advisors. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Constellation Wealth Advisors? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Constellation Wealth Advisors
How much does Constellation Wealth Advisors manage?
Per its most recent SEC Form ADV filing (02/20/2026), Constellation Wealth Advisors reports $5.4B in regulatory assets under management across roughly 2.2k client accounts.
How does Constellation Wealth Advisors charge?
Constellation Wealth Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Fixed fees, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Constellation Wealth Advisors a fiduciary?
Yes. Constellation Wealth Advisors is registered with the U.S. Securities and Exchange Commission (CRD #147253), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Constellation Wealth Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Constellation Wealth Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Cincinnati, OH
Profile compiled from Constellation Wealth Advisors's public SEC Form ADV filing (CRD #147253, filed 02/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Constellation Wealth Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Constellation Wealth Advisors? Claim this profile.