Wealth manager, independent · West Palm Beach, FL
Agnello Financial Group, Inc.
SEC-registered investment adviser · CRD 141522 · SEC 801-109967
At a glance
Agnello Financial Group, Inc. is an SEC-registered investment adviser based in West Palm Beach, Florida, with $379 million in regulatory assets under management as of its Form ADV filed February 17, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 169 individual clients. By Form ADV it is a wealth manager, ranked 3,676th of 8,915 wealth managers and 9,058th of 17,210 SEC-registered advisers by assets.
Main office 561-833-7080agnello.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $379M
- Rank among wealth managers
- #3,676 of 8,915
- Rank among all SEC RIAs
- #9,058 of 17,210
- Rank in Florida
- #511 of 1,090
- Individual clients
- 169
- High-net-worth clients
- 56
- Accounts
- 465
- Discretionary
- 0% of AUM
- Employees
- 4
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Michael H. AgnelloPresident, Chief Compliance Officer
- Milissa L. AgnelloSecretary/treasurer
Custody and brokerage
Broker-dealer
Hybrid RIA
Agnello Financial Group, Inc. is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed February 2026) names Osaic Wealth as the broker-dealer its advisers are registered with.
Registered Representatives of Osaic receive trail commissions (i.e. , 12b-1 fees) so long as the client holds those funds and the Registered Representative remains registered with a broker -dealer. 12b-1 fees are initially paid to Osaic, an
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 56 | $303M | 80% |
| Individuals | 113 | $58M | 15% |
| Charitable organizations | 4 | $18M | 5% |
Disciplinary disclosures
Agnello Financial Group, Inc. answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗agnello.com ↗
AtlasMembers
The full record on Agnello Financial Group, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 6,163 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Agnello Financial Group, Inc. manage?
Agnello Financial Group, Inc. reports $379 million in regulatory assets under management across 465 accounts, on its Form ADV filed February 17, 2026.
What kind of firm is Agnello Financial Group, Inc.?
Agnello Financial Group, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Agnello Financial Group, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($303 million, 56 clients); individuals ($58 million, 113 clients); charitable organizations ($18 million, 4 clients).
Does Agnello Financial Group, Inc. have any disciplinary history?
Agnello Financial Group, Inc. answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Agnello Financial Group, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →