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Constellation Wealth Advisors, LLC

Multifamily office listing in Cincinnati, Ohio, United States.

  • SEC-registered
  • Founded 2009
Regulatory AUM
$5.4 billion
Employees
26
Clients
101-250
Founded
2009

Private family-office-style wealth management for individuals, families, business owners, and executives with complex financial needs.

Overview

Constellation Wealth Advisors is a current SEC-registered investment adviser operating under Quadrant Capital Group, LLC, CRD 147253. The firm provides coordinated wealth management for clients whose financial decisions span investments, planning, tax, estate, retirement, and business considerations.126

History

The firm reports that Patrick Lafley and John Williams founded Constellation in 2009 as an independently owned investment adviser. Constellation reports locations in Cincinnati and Nashville and says it serves families wherever their needs take them.2

Leadership

Constellation’s leadership includes Kelly Bonnell, Partner and Chief Executive Officer; David Snopkowski, Partner and Chief Investment Officer; John Williams, Managing Partner and Co-Founder, Chief Advisory Officer; and Patrick Lafley, Managing Partner and Co-Founder.3

John Williams has worked in wealth management since 1995 and previously held portfolio management and advisory roles at Sanford Bernstein, PNC Bank, and Fifth Third Bank. Patrick Lafley brings more than 30 years of experience across wealth management, commercial banking, telecom, and media.4

Services

Published services include wealth management, investment management, retirement planning, exit planning, financial planning, tax planning, and estate planning. The firm’s SEC Form ADV also identifies financial planning, portfolio management for individuals and businesses, pooled investment vehicles, pension consulting, selecting other advisers, publications, and educational seminars among its service categories.5

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Business owner services
  • Retirement planning

Client Focus

Constellation works with individuals, families, business owners, and executives whose financial lives require coordinated planning. The firm describes its offering as a private family-office-style wealth management experience for clients with complex financial needs.6

The firm says each client receives a dedicated team selected around the client’s high-net-worth circumstances, with an average client-to-advisor ratio of 18 to 1.7

Approach

Constellation’s “Navigation Team” approach coordinates the client’s broader professional network, including advisers such as bankers, attorneys, and CPAs. This model is designed to bring the client’s financial relationships into a coordinated planning process.8

The firm says its investment philosophy is purposeful, evidence-based, and adaptable. It considers public and private assets within the context of the client’s broader balance sheet.9

Assets and Firm Information

Constellation reports serving more than $6 billion in assets on its current website. Its Form ADV dated July 30, 2026 reports approximately $5.4 billion in regulatory assets under management, 26 employees, and 2,095 accounts.10

By the numbers

Regulatory AUM by year$0K$1.5B$3.0B$4.5B$5.9B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 147253. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$520 million$244 million$276 million
2017$582 million$325 million$257 million
2018$606 million$539 million$67 million
2019$829 million$436 million$393 million
2020$1.5 billion$741 million$735 million
2021$2.0 billion$1.1 billion$948 million
2022$3.0 billion$1.7 billion$1.4 billion
2023$3.0 billion$1.7 billion$1.3 billion
2025$4.7 billion$2.7 billion$2.0 billion
2026$5.4 billion$5.3 billion$52 million
Average AUM per client by year$0K$6M$11M$17M$23M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 147253. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$21 million
2019$13 million
2020$7 million
2021$8 million
2022$8 million
2023$7 million
2025$10 million
2026$13 million
Clients by type (2026)High net worth individuals356Individuals47Corporations6Pooled investment vehicles4Charities4
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 147253. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals47
High net worth individuals356
Pooled investment vehicles4
Charities4
Corporations6
Employees by year091726342016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 147253. As of .
Employees reported on Form ADV
YearEmployees
20166
20177
201812
201911
202018
202119
202225
202330
202531
202626

Ranks #2 of 7 SEC-registered firms in OH on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 147253. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

Who does Constellation Wealth Advisors serve?

Constellation serves individuals, families, business owners, and executives with complex financial needs and a need for coordinated planning.6

What services does Constellation provide?

Its published services include wealth management, investment management, retirement planning, exit planning, financial planning, tax planning, and estate planning.5

How does Constellation coordinate advice?

The firm uses a “Navigation Team” model that coordinates the client’s broader professional network, including bankers, attorneys, and CPAs, alongside Constellation’s dedicated advisory team.8

  • LocationMultifamily offices in Ohio

    This Ohio-focused page helps families compare the kinds of wealth management firms available in the region. It may help an Ohio business owner or family assess whether services such as investment management, tax planning, estate planning, and retirement planning fit their financial priorities.

  • Network siteEstatePlanner.com

    EstatePlanner.com offers practical guides on wills, trusts, beneficiary choices, and other estate planning topics. Readers considering a family-office-style advisor can use these materials to identify questions about transferring wealth, protecting assets, and coordinating estate decisions with tax and investment planning.

  • Network siteFamilyBusinesses.com

    FamilyBusinesses.com combines a directory of family-owned companies with playbooks for ownership, governance, and continuity. A business owner evaluating wealth management support can use it to consider how business decisions connect with retirement planning, tax planning, estate arrangements, and the needs of multiple generations.

  • GuideWhen does a family need its own office

    This guide explains circumstances that may lead a family to consider its own office, including complex assets, business interests, and coordinating several advisors. It can help wealthy families decide whether a private family-office-style relationship suits their financial planning, investment management, and estate planning needs.

  • Similar firmsCM Wealth Advisors LLC
    Harvest Financial Advisors
    St. Clair Advisors

    Profiles of CM Wealth Advisors LLC, Harvest Financial Advisors, and St. Clair Advisors give readers additional firms to review on this site. Comparing their stated services, client focus, and locations with Constellation Wealth Advisors can help a family or executive frame questions for initial conversations.

Sources

  1. https://adviserinfo.sec.gov/firm/summary/147253
  2. https://constellation-wealth.com/our-story/
  3. https://constellation-wealth.com/our-team/
  4. https://constellation-wealth.com/your-team/john-williams/
  5. https://constellation-wealth.com/your-team/patrick-lafley/
  6. https://constellation-wealth.com/
  7. https://constellation-wealth.com/our-model/

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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