Antolino Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 24, 2026, reports $1.4B in regulatory assets under management, 28 employees, 8 offices, and 2,817 accounts.
Assets Under Management
$1.4B
Employees
28
Offices
8 offices
Total Clients
968
Primary office
COLUMBUS, OH
150 E. BROAD ST., SUITE 100, COLUMBUS, OH, United States
Top client segmentIndividuals represent 78.0% of total clients.
Top client categories% of clientsClients
1
Individuals
78.0%
755
2
HNWI
19.5%
189
3
Corporations
1.7%
16
4
Charitable
0.7%
7
5
Pension Plans
0.1%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 24, 2026
Discretionary86.0%
$1.2B
86% of total RAUM86.0%
Non-discretionary14.0%
$198M
14% of total RAUM14.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts2,817
10Y AUM Change+$685M (+93.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee35:1
10Y Employee Change+14 (+100.0%)
* 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.