Wealth manager, independent · Columbus, OH
Antolino Wealth Advisors
AA Financial Advisors, LLC · SEC-registered investment adviser · CRD 119829 · SEC 801-125806
At a glance
Antolino Wealth Advisors is an SEC-registered investment adviser based in Columbus, Ohio, with $1.4B in regulatory assets under management as of its Form ADV filed September 21, 2026. It reports 944 individual clients, 189 of them high-net-worth, holding an average of about $1.5 million each, and 31 employees. That ranks it 779th among the nation’s 5,657 independent wealth management RIAs and 36th of 226 in Ohio. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 614-442-3355antolino.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among independent wealth managers
- #779 of 5,657
- Rank among all SEC RIAs
- #4,414 of 17,210
- Rank in Ohio
- #36 of 226
- Individual clients
- 944
- High-net-worth clients
- 189
- Accounts
- 2,817
- Discretionary
- 86% of AUM
- Employees
- 31
- Advisory staff
- 12
- Offices
- 10
Owners and executives on its Form ADV
- Jesse A WohlPresident
- Ralph AntolinoChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Antolino Wealth Advisors is a hybrid RIA: 10 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed September 2026) names Kestra Investment Services as the broker-dealer its advisers are registered with.
so, in their separate and individual capacities, registered representatives of Kestra Investment Services, LLC (hereafter referred to as Kestra), a FINRA -member broker-dealer, and may receive compensation from Kestra for commission-based
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 189 | $1.0B | 73% |
| Individuals | 755 | $341M | 24% |
| Corporations or other businesses | 16 | $29M | 2% |
| Charitable organizations | 7 | $9M | <1% |
| Pension and profit sharing plans | 1 | $3M | <1% |
Disciplinary disclosures
Antolino Wealth Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗antolino.com ↗
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The full record on Antolino Wealth Advisors
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, 3 years of filings
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- Growth over one, three and five years
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- Rank against 2,631 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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Ohio
All of Ohio →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Opus Capital ManagementCincinnati | $1.5B | 415 |
| Horan Wealth, LLCCincinnati | $1.5B | 1,408 |
| United Advisor GroupCincinnati | $1.4B | 6,395 |
| Souders Financial Advisors, LLCCincinnati | $1.4B | 1,275 |
| Journey Wealth ManagementCleveland | $1.4B | 862 |
| Capital Advisors, LTD., LLCShaker Heights | $1.4B | 1,058 |
Background
Questions
How much does Antolino Wealth Advisors manage?
Antolino Wealth Advisors reports $1.4B in regulatory assets under management across 2,817 accounts, 86% of it on a discretionary basis, on its Form ADV filed September 21, 2026.
How many clients does Antolino Wealth Advisors have?
It reports 944 individual clients: 189 high-net-worth individuals and 755 other individuals. Individuals account for about 97% of its regulatory assets.
Where is Antolino Wealth Advisors headquartered?
Its main office is in Columbus, Ohio. It reports 10 offices in total and 31 employees, 12 of whom perform investment advisory functions.
How does Antolino Wealth Advisors charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Antolino Wealth Advisors use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 21, 2026, it reports these amounts held: Charles Schwab ($1.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Antolino Wealth Advisors a hybrid RIA with a broker-dealer?
Antolino Wealth Advisors is a hybrid RIA: 10 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Antolino Wealth Advisors a fiduciary?
As an SEC-registered investment adviser, Antolino Wealth Advisors owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 10 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Antolino Wealth Advisors’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 (2026-09-21), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →