Fifth Third Wealth Advisors® Surpasses $3 Billion in Net New Assets Under Management, Expands Platform Capabilities
Summary
Fifth Third Wealth Advisors®, a subsidiary of Fifth Third Bank (FITB), announced it has surpassed $3 billion in net new assets under management as of June 30, 2025. This milestone reflects strong growth and increasing demand from advisors and clients. The firm is expanding its platform capabilities with advanced analytics and alternative investment access. This achievement highlights the firm's position among top independent RIAs and its ability to capitalize on the growing demand for comprehensive wealth management services, offering actionable insights for investors.
Fifth Third Wealth Advisors® Surpasses $3 Billion in Net New Assets Under Management, Expands Platform Capabilities
CINCINNATI – July 1, 2025 – Fifth Third Wealth Advisors®, a multi-custodial registered investment advisory (RIA) firm and a subsidiary of Fifth Third Bank (NASDAQ: FITB), today announced a significant milestone, surpassing $3 billion in net new assets under management (AUM) as of June 30, 2025. This achievement marks a substantial acceleration in the firm's growth trajectory, underscoring robust momentum and increasing demand from both independent financial advisors and their clients seeking comprehensive wealth management solutions.
“Our growth reflects the trust and confidence that advisors and clients place in our platform, our people, and our commitment to delivering exceptional value,” stated a spokesperson for Fifth Third Wealth Advisors®. “Reaching $3 billion in net new AUM is not just a number; it represents thousands of individuals and families entrusting us with their financial futures. We are incredibly proud of our team’s dedication and the strong partnerships we’ve built.”
According to independent research, Fifth Third Wealth Advisors® consistently ranks among the top 500 independent RIAs in the U.S., a testament to its strategic expansion and client-centric approach. The firm attributes its success to a combination of factors, including its robust technology platform, comprehensive suite of investment solutions, and a highly experienced team of wealth management professionals. The multi-custodial model offers advisors flexibility and access to a wide range of investment products, catering to diverse client needs.
Expanding Platform Capabilities and Future Outlook
In conjunction with this AUM milestone, Fifth Third Wealth Advisors® is also announcing significant enhancements to its platform capabilities. These enhancements include advanced portfolio analytics tools, expanded access to alternative investments, and improved digital client engagement portals. These upgrades are designed to empower advisors with cutting-edge resources, enabling them to provide more sophisticated and personalized financial planning and investment management services.
The firm’s strategic focus remains on attracting top-tier independent advisors and providing them with the infrastructure and support necessary to grow their practices. This includes ongoing investments in technology, talent acquisition, and thought leadership. The wealth management industry continues to see a shift towards independent advisory models, driven by a desire for greater transparency, fiduciary responsibility, and personalized service. Fifth Third Wealth Advisors® is well-positioned to capitalize on this trend.
Market Context and Investment Implications
The broader wealth management sector has experienced significant growth, fueled by an aging population, increasing wealth creation, and a growing demand for holistic financial advice. Firms like Fifth Third Wealth Advisors® are benefiting from these macro trends, particularly as investors seek more tailored solutions beyond traditional brokerage services. The competitive landscape remains dynamic, with both large financial institutions and boutique RIAs vying for market share. Fifth Third Bank's backing provides Fifth Third Wealth Advisors® with significant resources and credibility, differentiating it in a crowded market.
For investors, the growth of firms like Fifth Third Wealth Advisors® signifies a maturing and increasingly sophisticated wealth management ecosystem. It suggests greater access to diverse investment strategies, advanced financial planning tools, and a focus on long-term wealth preservation and growth. The emphasis on net new AUM indicates strong client acquisition and retention, which are key indicators of a healthy and growing financial advisory business.
Actionable Insights for Investors
- Diversify Your Advisory Relationships: Consider independent RIAs for their fiduciary duty and often broader range of investment options compared to traditional brokerage firms.
- Evaluate Platform Capabilities: When choosing an advisor, inquire about the technology and tools they use for portfolio management, financial planning, and client communication.
- Focus on Net New AUM: A firm's ability to consistently attract and retain new assets is a strong indicator of client satisfaction and growth potential.
- Understand the Multi-Custodial Advantage: This model can offer greater flexibility in investment choices and potentially lower costs by allowing advisors to select the best custodian for specific client needs.
- Long-Term Planning: Leverage comprehensive wealth management services for estate planning, tax optimization, and retirement planning, which are often core offerings of leading RIAs.