Cincinnati, Ohio – (May 30, 2023) – Constellation Wealth Advisors, a leading financial advisory firm based in Cincinnati, is thrilled to announce that it has been recognized as a 2023 Best Financial Advisory Firm by USA Today and Statista, Inc. This recognition underscores Constellation Wealth Advisors’ commitment to delivering exceptional financial guidance and support to its clients.

This first-ever annual ranking, published by USA Today in collaboration with Statista., aims to identify and acknowledge the top financial advisory firms across the United States. The evaluation process combines quantitative and qualitative assessments, including revenue growth, industry expertise, client satisfaction, and overall reputation. Out of numerous contenders, Constellation Wealth Advisors emerged as one of the top 500 firms in the country, based on the ranking methodology.

Constellation Wealth Advisors has established a strong reputation for its client-centric approach, prioritizing individualized strategies and long-term relationships. By aligning its interests with those of its clients, the firm endeavors to ensure that each financial plan is crafted with precision and care.

The recognition further strengthens Constellation Wealth Advisors’ position as a trusted and reputable financial advisory firm in Cincinnati and beyond. It helps serve as a validation of the firm’s unwavering commitment to excellence, innovation, and the pursuit of financial success for its clients.

About Constellation Wealth Advisors

Established in 2009, Constellation Wealth Advisors (Constellation”) is an independently owned wealth advisory firm headquartered in Cincinnati, Ohio, and with an emerging presence in Nashville, Tennessee, serving families and individuals through trusted, innovative, and fiduciary-minded Advisor-Partners. The firm currently advises more than $3 billion in assets under management and has over 30 employees.  

Constellation Wealth Advisors prides itself helping its clients navigate wealth differently.  The firm seeks to disrupt the traditional business model and culture of the wealth management industry through its consistent delivery of a boutique client experience.  The firm offers a low client-to-advisor ratio; clarity through customized reporting; and consistent, regular, authentic communication.  With Constellation, clients experience real, honest human relationships, thereby inspiring confidence in knowing that someone is at the helm of their financial intentions.

To learn more about Constellation Wealth Advisors services and capabilities visit https://www.constellation-wealth.com.   

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DISCLOSURE: The awards mentioned above should not be construed as a guarantee that a client or prospective client will experience a certain level of results if constellation is engaged or continues to be engaged; nor should they be construed as a current or past endorsement of constellation or any of its representatives by any of its clients. Investment performance is not a criterion for any of the above-listed awards. Neither constellation nor any of its employees pay a fee in exchange for inclusion in the awards. For more information on these awards and their methodology, please visit Statistica’s website at https://www.statista.com/page/best-financial-advisory-firms-2023.  

USA Today– best financial advisory firms 2023:  For the first time, USA Today and Statistica are awarding the “best financial advisory firms” in the us. (https://www.usatoday.com/in-depth/money/2023/04/26/best-financial-advisor-firms/11570568002/). The ranking of the best registered investment advisory firms (“RIA firms”) is based on two dimensions: responses provided by clients and peers and a firm’s growth of assets under management (aum). The results were collected via an independent survey sent to over 20,000 individuals. Survey links were sent to participants based on a peer-to-peer recommendation approach (https://www.statista.com/page/best-financial-advisory-firms-2023). While clients were able to evaluate and recommend their RIA firm, financial advisors working for an RIA firm were asked to consider a scenario where their own firm could not take on a client and had to recommend another RIA firm they appreciate. The development of AUM was analyzed both, short and long term based on publicly available data. For the short-term view, the growth of aum over a twelve months period was calculated, from January 2022 to January 2023. For the long-term view, the growth of AUM over a five-year period was calculated, from 2018 to 2023. In the consideration for the Top 500 RIA firms, survey participant responses had a weight of 20% while development of AUM had a weight of 80% (short term and long term growth were equally weighted) to derive the final score. Survey responses were collected through January 15, 2023. Results were published on April 26, 2023.