Constellation Wealth Advisors Recognized by USA Today as a 2024 Top Financial Advisory Firm

Constellation Wealth Advisors Recognized by USA Today as a 2024 Top Financial Advisory Firm

Cincinnati, Ohio – (May 28, 2024) – Constellation Wealth Advisors is proud to announce it has been recognized as a 2024 Best Financial Advisory Firm by USA Today and Statista, Inc. for its outstanding commitment to excellence in financial advising. This is the second consecutive year Constellation has been awarded this honor.

This ranking is published by USA Today in collaboration with Statista and aims to identify and acknowledge the top financial advisory firms across the United States. The evaluation process is based on AUM (Assets Under Management) growth, and the number of recommendations the firm has received from clients and peers. Out of numerous contenders, Constellation Wealth Advisors emerged as one of the top 500 firms in the country, based on the ranking methodology.

With a focus on integrity, expertise, and client-centricity, Constellation Wealth Advisors has established itself as a trusted partner in navigating the complexities of personal wealth management. With an unwavering commitment to client-centricity, your Constellation team guides you through the intricate landscape of personal wealth, offering a holistic financial planning approach complemented by our institutional investment philosophy. With Constellation as your guide, your financial affairs are meticulously managed, providing you with unparalleled peace of mind and confidence.

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.


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 contact Constellation Wealth Advisors at [email protected].

USA Today – best financial advisory firms 2024:  For the second time, USA Today and Statistica are awarding the “best financial advisory firms” in the US (https://www.usatoday.com/story/money/2024/04/23/financial-advisor-top-firms-ranking/73327679007/ 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. 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 2023 to January 2024. For the long-term view, the growth of AUM over a five-year period was calculated, from 2019 to 2024. 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 February 16, 2024. Results were published on April 23, 2024.