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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-03-2005
- Office Locations
- 1
Office Locations
About Forever Financial Advisors, LLC
Forever Financial Advisors is a fee-only RIA providing comprehensive financial planning and investment management for individuals and small business owners, including complex needs like multigenerational, divorce, special-needs, and executive/self-employed planning, plus charitable and socially responsible investing. Portfolios are implemented largely with public funds and ETFs. Led by CFP® and Certified Financial Therapist Annie McQuilken, the firm is commission-free with offices in Rochester, Boston, and Keuka Lake.
Reported data analysis
What the numbers show
Between August 1, 2025 and March 30, 2026, reported AUM increased 36.4%, from $52.9M to $72.2M.
Of the latest reported AUM, 88.8% is discretionary and 11.2% is non-discretionary.
The firm reports 1 advisory representatives and 48 clients, or 48 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 30, 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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- Custodian
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- Platform
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Owner & Executives
ANNIE CATHERINE MCQUILKEN
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4920902
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,145,255 | $294,244 |
| Non-Discretionary | $8,059,025 | $161,181 |
| Total | $72,204,280 | $269,419 |
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Separately Managed Accounts
SMA allocation detail is available
Forever Financial Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.