Fifth Third Wealth Advisors LLC
Fifth Third Wealth Advisors LLC is a registered investment adviser headquartered in Cincinnati, Ohio, and operates as a subsidiary of Fifth Third Bank. Founded in 2021, the firm delivers a flexible, multi-custodial platform for sophisticated investment advisors seeking independence and access to a full suite of investment and wealth management capabilities. FIFTH THIRD WEALTH ADVISORS serves clients nationwide from ten offices across seven states including major locations in Florida, Illinois, Georgia, New York, North Carolina, Texas, and Pennsylvania. The firm is recognized among the top 500 independent RIAs in the US and is actively recruiting advisor teams seeking a model that blends boutique independence with institutional resources. Fifth Third Wealth Advisors currently manages over $6 billion in assets and comprises a team with decades of cumulative experience. The firm is focused on high-net-worth individuals, families, businesses, and institutional clients, supporting them with personalized investment solutions backed by Fifth Third Bank’s infrastructure and ethical standards.
Investment Strategy
Fifth Third Wealth Advisors employs a flexible, independent, multi-custodial investment strategy anchored in delivering customized solutions tailored to client objectives. The firm supports sophisticated advisors who craft diversified portfolios using an open architecture platform with access to traditional and alternative investments. Advisory teams leverage Fifth Third Bank’s infrastructure to offer trust powers, lending, and holistic financial planning alongside portfolio management. The firm prioritizes independence, allowing advisor teams to dedicate more time to client relationships, while continuously enhancing its platform with scalable technology, rigorous research, and a client-first ethos. The overall investment approach centers on prudent asset allocation, risk management, and optimizing client outcomes through innovation and service excellence.
Top Holdings
Equity Positions (762)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.17% | $330.1M | 493,275 | $549.17 | $669.30 | +$42.2M |
S SPY | SPDR S&P 500 ETF TR | 7.41% | $201.1M | 301,873 | $529.17 | $666.18 | +$16.1M |
N NVDA | NVIDIA CORPORATION COM | 4.21% | $114.3M | 612,847 | $103.31 | $186.58 | +$20.5M |
I IEFA | ISHARES TR | 3.88% | $105.3M | 1,205,524 | $76.02 | $87.31 | +$11.3M |
M MSFT | MICROSOFT CORP COM | 3.66% | $99.3M | 191,730 | $417.92 | $517.95 | +$7.7M |