Firm profile

FIFTH THIRD WEALTH ADVISORS LLC

CINCINNATI, OHCRD 313015Latest ADV March 30, 2026

Fifth Third Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 30, 2026, reports $7.8B in regulatory assets under management, 83 employees, 12 offices, and 2,121 accounts.

Assets Under Management
$7.8B
Employees
83
Offices
12 offices
Total Clients
1,498
Primary office
CINCINNATI, OH
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOSuzanne M. Taylor
COODarren L. Earnhardt
CIOChristopher E. Osmond

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 57.4% of total clients.
Top client categories% of clientsClients
1
Individuals
57.4%
860
2
HNWI
37.8%
566
3
Corporations
2.7%
41
4
Charitable
0.9%
14
5
Government
0.7%
10

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$7.8Bas of March 30, 2026
Discretionary100.0%
$7.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$7.8B
Total Accounts2,121
10Y AUM Change+$7.8B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees83
Clients per Employee18:1
10Y Employee Change+81 (+4050.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.