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ANTOLINO WEALTH ADVISORS

COLUMBUS, OH · CRD 119829 · IAPD ↗ · antolino.com · 614-442-3355

$1.42BRegulatory AUM
12Advisory reps
31Employees
50Clients
More than 500Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2026 — ANTOLINO WEALTH ADVISORS added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — AA FINANCIAL ADVISORS, LLC is now doing business as ANTOLINO WEALTH ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2026 — ANTOLINO WEALTH ADVISORS reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — ANTOLINO WEALTH ADVISORS reported RAUM up 40% ($1.01B -> $1.42B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
March 2026 — AA FINANCIAL ADVISORS, LLC added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
August 2025 — AA FINANCIAL ADVISORS, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — AA FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($864.3M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
February 2025 — AA FINANCIAL ADVISORS, LLC notice-filed in MD, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
November 2024 — AA FINANCIAL ADVISORS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2024 — AA FINANCIAL ADVISORS, LLC now reports custody of client assets ($530.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
February 2024 — AA FINANCIAL ADVISORS, LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2024 — AA FINANCIAL ADVISORS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.