DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Antolino Wealth Advisors
Legal name Aa Financial Advisors, LLC
Latest filing Sep 15, 2026
First filing on the tape May 5, 2022 · 27 filings
SEC status approved since Jun 3, 2022
RAUM
$1.4B
reported, Item 5.F
Discretionary
86%
of RAUM
Private clients
97%
$1.4B individuals and HNW
Advisors
10
registered through the firm on IAPD
RAUM per advisor
$142M
derived; firm RAUM over IAPD count
Employees
31
12 advisory (5.B.1)
Offices
9
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$1.4B as of Aug 21, 2026
Mar 20, 2023$725M then
HNW client RAUM$1.0B as of Aug 21, 2026
Mar 20, 2023$570M then
State-registered IARs (5.B.3)12 as of Aug 21, 2026
Mar 20, 20236 then
Employees (5.A)31 as of Aug 21, 2026
Mar 20, 202314 then
Private funds: no history
RAUM +40% over the last fiscal year+25% a year over threeIARs 8 to 12offices 5 to 9
Practice profile
derived from the filing of Sep 15, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $142MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 94derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.5MderivedHNW RAUM over HNW clients
- Average account
- $503,574derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 86%derivedof RAUM
- Institutional
- 0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.1derivedItem 5.A over advisors
- Advisors per office
- 1.0derived10 offices incl. principal (1.F.5)
- RAUM growth, one year
- +40%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +19%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Financial planning clients
- 700reportedItem 5.H
- Custody
- $898M, 762 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.0B73%
- Individuals$341M24%
- Corporations and businesses$28.9M2.0%
- Charitable organizations$8.9M0.6%
- Pension and profit-sharing plans$2.5M0.2%
- Individual clients
- 755reported
- HNW clients
- 189reported
- Pension plan clients
- 1reported
- Charitable clients
- 7reported
- Accounts
- 2,817reported
- Financial planning clients
- 700reported
- Wrap fee programs
- noreported
- Custody of client assets
- $898M for 762 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=10.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ralph Antolino | Columbus, Oh | Mar 24, 2006 | 51 y | 1 |
| Maureen Elizabeth ArmstrongCertified Financial Planner | Decatur, Tn | Mar 24, 2006 | 38 y | 1 |
| Christian Michael HertlCertified Financial Planner | Columbus, Oh | Dec 3, 2012 | 22 y | 0 |
| Brandon Michael BoychukCertified Financial Planner, Chartered Financial Consultant | Columbus, Oh | Sep 28, 2021 | 11 y | 2 |
| Nicholas Robert BowdenCertified Financial Planner, Chartered Financial Consultant | Columbus, Oh | Mar 18, 2022 | 11 y | 1 |
| Jason Witt | Columbus, Oh | Jul 23, 2024 | 11 y | 0 |
| Axel Agami ContrerasCertified Financial Planner | Columbus, Oh | Jun 16, 2025 | 12 y | 1 |
| Ian Matthew ErdmanCertified Financial Planner | Columbus, Oh | Jul 7, 2025 | 12 y | 0 |
| Jason Dean BurkholderCertified Financial Planner, Chartered Financial Analyst | Columbus, Oh | Jun 24, 2026 | 17 y | 1 |
| Jack Steven HewittCertified Financial Planner | Columbus, Oh | Aug 12, 2026 | 10 y | 0 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Jason Dean Burkholder from New Legacy Financial Group, LLCJun 24, 2026 · Other
- Axel Agami Contreras from Kestra Advisory Services, LLCJun 16, 2025 · Affiliated broker-dealer or bank to independent RIA
- Nicholas Robert Bowden from Kestra Advisory Services, LLCMar 18, 2022 · Affiliated broker-dealer or bank to independent RIA
- Brandon Michael Boychuk from Kestra Advisory Services, LLCSep 28, 2021 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Ralph Antolino · Chief Compliance Officercontrolsince 03/2006 · owns less than 5%
- A Jesse Wohl · Presidentcontrolsince 10/2024 · owns less than 5%
- Ralph Antolino · Managing Member / Beneficial Ownercontrolsince 01/2013 · owns F of F7 Company LLC
Entity owners
- F7 Company LLC · Entity Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Antolino & Associatesreal estatey
- Ralph Antolino, Jry
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Columbus, Oh · principal | 10 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Gallipolis, OH1 employees
- Verona, KY1 employees
- , 1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Sep 11, 2026WOHL, JESSE, A (PRESIDENT) appeared on Schedule A between the filings of 2022-05-05 and 2026-09-11peers: independent wealth managers, $1B to $5B (1,360)
- office count surgeChange between filings · filing Mar 24, 2026offices other than the principal office (Item 1.F.5) moved from 5.0 to 8.0 (+60.0%) between the annual amendments of 2025-03-06 and 2026-03-24; the peer median change was 0.0% (379 comparable advisers, 95.0th percentile of changes)peers: independent wealth managers, $1B to $5B (379) · 95% percentile
What changed
consecutive filings, newest first
- Financial planning clients · More than 500 to More than 500Aug 21, 2026 to Sep 11, 2026
- Succession · false to unsetAug 21, 2026 to Sep 11, 2026
- Advisory employees · 11 to 12Jul 9, 2026 to Aug 21, 2026
- Employees · 30 to 31Jul 9, 2026 to Aug 21, 2026
- State-registered IARs · 11 to 12Jul 9, 2026 to Aug 21, 2026
- Advisory employees · 10 to 11Jun 8, 2026 to Jul 9, 2026
- Employees · 29 to 30Jun 8, 2026 to Jul 9, 2026
- State-registered IARs · 10 to 11Jun 8, 2026 to Jul 9, 2026
- Other offices · 8 to 9Jun 8, 2026 to Jul 9, 2026
- Employees · 28 to 29May 18, 2026 to Jun 8, 2026
- Accounts · 2,097 to 2,817Feb 17, 2026 to Mar 24, 2026
- Business name · AA FINANCIAL ADVISORS, LLC to ANTOLINO WEALTH ADVISORSFeb 17, 2026 to Mar 24, 2026
- Corporate clients · 13 to 16Feb 17, 2026 to Mar 24, 2026
- HNW clients · 147 to 189Feb 17, 2026 to Mar 24, 2026
- Individual clients · 646 to 755Feb 17, 2026 to Mar 24, 2026
- Assets in custody · $419M to $898MFeb 17, 2026 to Mar 24, 2026
- Employees · 23 to 28Feb 17, 2026 to Mar 24, 2026
- Financial planning clients · 251-500 to More than 500Feb 17, 2026 to Mar 24, 2026
- State-registered IARs · 9 to 10Feb 17, 2026 to Mar 24, 2026
- Discretionary RAUM · $818M to $1.2BFeb 17, 2026 to Mar 24, 2026
- HNW RAUM · $736M to $1.0BFeb 17, 2026 to Mar 24, 2026
- Individual RAUM · $242M to $341MFeb 17, 2026 to Mar 24, 2026
- Non-discretionary RAUM · $194M to $198MFeb 17, 2026 to Mar 24, 2026
- Pension RAUM · $2.4M to $2.5MFeb 17, 2026 to Mar 24, 2026
- RAUM · $1.0B to $1.4BFeb 17, 2026 to Mar 24, 2026
- Advisory employees · 11 to 10Aug 5, 2025 to Feb 17, 2026
- Employees · 24 to 23Aug 5, 2025 to Feb 17, 2026
- State-registered IARs · 10 to 9Aug 5, 2025 to Feb 17, 2026
- Other offices · 6 to 8Aug 5, 2025 to Feb 17, 2026
- Advisory employees · 10 to 11Jul 2, 2025 to Aug 5, 2025
- BD registered reps · 9 to 10Jul 2, 2025 to Aug 5, 2025
- Employees · 20 to 24Jul 2, 2025 to Aug 5, 2025
- State-registered IARs · 9 to 10Jul 2, 2025 to Aug 5, 2025
- Advisory employees · 9 to 10Mar 6, 2025 to Jul 2, 2025
- BD registered reps · 8 to 9Mar 6, 2025 to Jul 2, 2025
- Employees · 19 to 20Mar 6, 2025 to Jul 2, 2025
- Financial planning clients · 251-500 to 251-500Mar 6, 2025 to Jul 2, 2025
- State-registered IARs · 8 to 9Mar 6, 2025 to Jul 2, 2025
- Other offices · 5 to 6Mar 6, 2025 to Jul 2, 2025
- Accounts · 1,912 to 2,097Jan 31, 2025 to Mar 6, 2025
Signals
3 dated events
- Ian Matthew Erdman added a FL registration at Antolino Wealth AdvisorsSep 14, 2026 · New state registration · fact
- Antolino Wealth Advisors reported RAUM $1.4B, up 40% from $1.0B (2026-02-17 to 2026-03-24)Mar 24, 2026 · RAUM change · derived
- Aa Financial Advisors, Llc filed its initial SEC registration (Form ADV)May 5, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@mywealthadvisor.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 844-553-7872reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 239-267-7500reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 614-442-3355reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/antolino-&-associatesreportedpublic record, Form ADV, Sep 17, 2026
- Website
- mywealthadvisor.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 614-442-3355reportedpublic record, Form ADV, Sep 15, 2026
- Team page
- mywealthadvisor.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $142Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026