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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-18-1999
- Office Locations
- 4
Office Locations
About Antolino Wealth Advisors
AA Financial Advisors, LLC (Antolino) is a Columbus, OH fiduciary providing wealth planning and investment management for families, business owners, and associations/retirement plans. Services span comprehensive wealth management, financial planning, customized investments/portfolio construction, and insurance. Their process is anchored in proprietary frameworks (UltraVision System and “ABC’s of Cash Flow” asset-allocation approach) and portfolios may use vehicles such as ETFs and mutual funds. Custody includes Schwab.
Reported data analysis
What the numbers show
Between August 5, 2025 and September 21, 2026, reported AUM increased 40.1%, from $1.0B to $1.4B.
Across 5 reported observations, AUM increased 93.4% between August 25, 2022 and September 21, 2026, from $733.5M to $1.4B.
Of the latest reported AUM, 86.0% is discretionary and 14.0% is non-discretionary.
The firm reports 12 advisory representatives and 1,018 clients, or 84.8 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 4 reported office locations and 27 years in operation. The source data was last updated on September 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
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- Custodian
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Owner & Executives
RALPH ANTOLINO JR
Chief Compliance Officer, Principal
- CRD
- #1007885
- Ownership
- Less than 5%
JESSE A WOHL
Associate, President
- CRD
- #5952535
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Axel Agami Contreras
Advisor
- CRD
- #7260333
MAUREEN ELIZABETH ARMSTRONG
Financial Advisor, General Partner
- CRD
- #1911853
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,220,164,019 | $517,677 |
| Non-Discretionary | $198,404,736 | $431,315 |
| Total | $1,418,568,755 | $503,574 |
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Separately Managed Accounts
SMA allocation detail is available
Antolino Wealth Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Antolino Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.