- Fifth Third Wealth Advisors® surpasses $3 billion in net new assets under management as of June 30.
- The firm expands its platform by adding Charles Schwab as a new custodial option.
- Partners with SS&C's Black Diamond® Wealth Platform for enhanced technological capabilities.
Fifth Third Wealth Advisors®, a registered investment advisory firm, has announced a significant milestone, surpassing $3 billion in net new assets under management as of June 30. This achievement highlights the increasing demand and momentum from both clients and advisors, positioning Fifth Third Wealth Advisors among the top 500 independent RIAs in the United States.
In line with its growth strategy, Fifth Third Wealth Advisors has expanded its platform capabilities by integrating Charles Schwab as a new custodial option. This addition aims to provide clients with greater choice and flexibility in managing their portfolios.
Furthermore, the firm has initiated a technology partnership with SS&C's Black Diamond® Wealth Platform. This collaboration will enhance the firm's technological infrastructure, delivering personalized and innovative wealth management experiences for both clients and advisors.
"Our growth reflects the trust our clients place in us and the strength of the advisor teams we continue to attract," stated Eric Housman, president of Fifth Third Wealth Advisors. "These new capabilities are part of our broader strategy to scale with purpose, supporting our advisors and clients for years to come."
Fifth Third Wealth Advisors, a subsidiary of Fifth Third Bank, serves clients with offices nationwide, including locations in Atlanta, Naples, Tampa, Springfield, Westchester, Charlotte, Winston-Salem, Dallas, and Pittsburgh. The firm actively recruits advisor teams focused on independence, innovation, and exceptional client service.
As a part of Fifth Third Bancorp (FITB, Financial), Fifth Third Wealth Advisors continues to leverage its parent company's longstanding history of innovation and ethical practices, contributing to its successful growth trajectory.
