MILWAUKEE, WICRD 108154Latest ADV February 27, 2026
Affiliated Financial Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated February 27, 2026, reports $541M in regulatory assets under management, 4 employees, and 2,207 accounts.
Assets Under Management
$541M
Employees
4
Offices
--
Total Clients
898
Primary office
MILWAUKEE, WI
2600 NORTH MAYFAIR RD., SUITE 200, MILWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.2% of total clients.
Top client categories% of clientsClients
1
Individuals
80.2%
720
2
HNWI
19.8%
178
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$541Mas of February 27, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$541M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$541M
Total Accounts2,207
10Y AUM Change+$370M (+215.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee225:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.