Constellation Wealth Advisors — Top 100 Financial Advisors 2025

The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.

Constellation Wealth Advisors, based in Cincinnati, is ranked No. 96 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $4.6 billion
Accounts Under Management: 2,454
Years in Business: 16

Physical offices in Ohio and Tennessee
$2 million minimum asset threshold

Leadership and Contact Information:
John Williams, co-founder and managing partner
Patrick Lafley, co-founder and managing partner
James Taylor, chief financial officer

constellation-wealth.com
255 East 5th St., Suite 3000, Cincinnati, OH 45202
(513) 871-5500

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