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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AFFILIATED FINANCIAL ADVISORS INC

CRD 108154

MILWAUKEE, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b9f626c5-2601-21eb-2bb6-606f38f974dd

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 29, 2011 to Feb 27, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $541MItem 5.F on the latest filing (2026-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $541MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $180Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,207
Individual clients: 720
High net worth clients: 178
SEC number: 801-57519
CRD: 108154
Filings on the tape: 18
First filed: Nov 29, 2011
Latest filed: Feb 27, 2026
Organised: Corporation, WI
Website: affiliatedfa.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GEORGE MATTHEW SCHMIDLEY	n/a	MILWAUKEE, WI	26	41	1	no
JASON VERN VOELKER	Certified Financial Planner	MILWAUKEE, WI	22	24	1	no
DAWN MARIE MAY	n/a	MILWAUKEE, WI	5	38	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SCHMIDLEY, GEORGE, MATTHEW	DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER	E	yes	12/1992	Nov 29, 2011	Mar 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 27, 2026	$541M	$0	4	4	0	n/a	n/a
2024	Mar 28, 2025	$462M	$0	4	4	0	n/a	n/a
2023	Mar 28, 2024	$404M	$0	4	4	0	n/a	n/a
2022	Mar 24, 2023	$341M	$0	4	4	0	n/a	n/a
2021	Mar 22, 2022	$386M	$0	4	3	0	n/a	n/a
2020	Mar 26, 2021	$315M	$0	4	3	0	n/a	n/a
2019	Mar 30, 2020	$283M	$0	3	3	0	n/a	n/a
2018	Mar 30, 2019	$194M	$0	3	3	0	n/a	n/a
2017	Mar 29, 2018	$202M	$0	2	2	0	n/a	n/a
2016	Jun 16, 2017	$171M	$0	3	2	n/a	n/a	n/a
2015	Mar 25, 2016	$152M	$0	3	2	n/a	n/a	n/a
2014	Feb 10, 2015	$156M	$0	3	2	n/a	n/a	n/a
2013	Mar 27, 2014	$147M	$147M	3	2	n/a	n/a	n/a
2012	Feb 1, 2013	$120M	$0	3	2	n/a	n/a	n/a
2011	Feb 9, 2012	$101M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$541M	$462M	17.2%	$341M	16.7%	4	4	0	0

Relationships

Registered with (4)

← DAWN MARIE MAYAdvisorregistration: current employment
Dec 7, 2020 to presentfactForm ADV
← JASON VERN VOELKERAdvisorregistration: current employment
Jul 13, 2004 to presentfactForm ADV
← GEORGE MATTHEW SCHMIDLEYAdvisorregistration: current employment
Jun 1, 2000 to presentfactForm ADV
← Matthew T DunhamAdvisorregistration: previous registration
Dec 13, 2021 to Dec 11, 2023factForm ADV

Controls (1)

← SCHMIDLEY, GEORGE, MATTHEWOwnerDIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Nov 29, 2011 to Mar 28, 2024factForm ADV

Dated events

Occurred
Dec 11, 2023
Advisor changed firm
Matthew T Dunham left Affiliated Financial Advisors Inc for Dream Lake Financial Llc (registered 2024-02-12)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b9f626c5-2601-21eb-2bb6-606f38f974dd
First observed: Nov 29, 2011
Last observed: Feb 27, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AFFILIATED FINANCIAL ADVISORS INC

CRD 108154

MILWAUKEE, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b9f626c5-2601-21eb-2bb6-606f38f974dd

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:55 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GEORGE MATTHEW SCHMIDLEY

n/a

MILWAUKEE, WI

JASON VERN VOELKER

Certified Financial Planner

MILWAUKEE, WI

DAWN MARIE MAY

n/a

MILWAUKEE, WI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SCHMIDLEY, GEORGE, MATTHEW

DIRECTOR, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER

yes

12/1992

Nov 29, 2011

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$541M

n/a

2024

Mar 28, 2025

$462M

n/a

2023

Mar 28, 2024

$404M

n/a

2022

Mar 24, 2023

$341M

n/a

2021

Mar 22, 2022

$386M

n/a

2020

Mar 26, 2021

$315M

n/a

2019

Mar 30, 2020

$283M

n/a

2018

Mar 30, 2019

$194M

n/a

2017

Mar 29, 2018

$202M

n/a

2016

Jun 16, 2017

$171M

n/a

2015

Mar 25, 2016

$152M

n/a

2014

Feb 10, 2015

$156M

n/a

2013

Mar 27, 2014

$147M

n/a

2012

Feb 1, 2013

$120M

n/a

2011

Feb 9, 2012

$101M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$541M

$462M

17.2%

$341M

16.7%