Fifth Third Wealth Advisors®, a registered investment advisory firm operating on a multi-custodial model, has surpassed $3 billion in net new assets under management (AUM) as of June 30, marking a significant growth milestone for the firm.
This achievement reflects continued momentum driven by increasing demand from both clients and financial advisors. Independent research ranks the firm among the top 500 independent RIAs in the U.S.
“Our growth is a direct result of the confidence clients place in us and the caliber of advisor teams we’re bringing on board,” said Eric Housman, President of Fifth Third Wealth Advisors. “We are focused on building a platform that empowers advisors with autonomy, advanced tools, and flexibility to deliver superior client results.”
In line with its expansion strategy, the firm has added Charles Schwab as a custodial option, enhancing its platform’s flexibility and offering clients more choice. Additionally, it has partnered with SS&C’s Black Diamond® Wealth Platform, a cloud-native solution designed to deliver personalized and sophisticated wealth management experiences.
“These enhancements support our broader goal to grow with intention,” added Housman. “By investing in top-tier infrastructure, technology, and relationships, we’re ensuring long-term value for both advisors and clients.”
Fifth Third Wealth Advisors serves clients across the U.S., with offices in Atlanta, Naples, Tampa, Springfield (IL), Westchester (NY), Charlotte, Winston-Salem, Dallas, and Pittsburgh. The firm remains actively focused on recruiting advisory teams seeking independence, innovation, and high-touch client service.
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News Source: Businesswire.com
