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Firm profile

Antolino Wealth Advisors

COLUMBUS, OHCRD 119829Latest ADV May 18, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOANTOLINO, RALPH

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

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 May 18, 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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.