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Antolino Wealth Advisors

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Client assets under management

$1,378,214,414

Clients

944

20% high-net worth

Advisors

8

of 28 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

118

Very High

Average account size

$1,459,973

About

Antolino Wealth Advisors serves individual and high‑net‑worth clients, as well as trusts, estates and retirement plans, providing initial and ongoing financial planning through its UltraVision System and UltraVision Club tiers, discretionary and non‑discretionary investment management, and pension consulting. The firm also facilitates access to third‑party advisers and offers modular planning services for clients who prefer parts of its planning process.

The firm emphasizes multi‑dimensional asset allocation across its Efficient and Strategic solutions, blending core and passive approaches with alternatives, buffered equity ETFs, Dimensional ETFs, a concentrated ~25‑stock portfolio option, defensive strategic asset management, and separately managed accounts where appropriate. Advisors use third‑party analytics and illustration tools and perform periodic reviews to build customized portfolios aligned with client objectives and risk tolerances, managing accounts on both discretionary and non‑discretionary bases.

Noteworthy differences from many peers include an affiliated law practice and a side‑by‑side insurance business that can result in separate legal or insurance engagements and distinct compensation streams, which the firm discloses and manages through client agreements and disclosures. The firm also operates multiple offices and explicitly uses hypothetical performance illustrations in its materials and analysis—practices that are relatively uncommon among similar team firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management

Occupation focus

Retired Founder/Business Owner Executive

Demographic focus

Established Professionals Baby Boomers (Born 1946-1964)

Fee options

Fixed

Fixed fees for UltraVision System, negotiated per project, generally collected upfront

Percentage

Up to 1.50% annually, negotiable based on factors such as asset amount and complexity

Commissions

Commission-based securities and insurance products sold by some financial professionals affiliated with the firm

Project-based

$550 per hour (used to prorate refunds if engagement terminated early)

Subscriptions

Monthly dues for UltraVision Club vary by Club level; Level C pays no monthly fee but fees charged for requested services

Other

Account minimum: $100,000 (for Separately Managed Accounts) Fee-only: UltraVision System fixed fees (negotiable), UltraVision Club monthly fees (varies by tier)

Main office location

Antolino Wealth Advisors

150 E. Broad St., Suite 100

Columbus OH 43215, United States

Number of offices

9

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maryland · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Axel A

CFP®

Brooklyn, NY

Antolino Wealth Advisors

Axel Agami Contreras is a CFP® professional at AA Financial Advisors, LLC with one year of experience in financial advising. Prior to joining AA Financial Advisors, he was affiliated with Kestra Advisory Services LLC and Antolino & Associates for six years and spent six years in full-time education. AA Financial Advisors serves individuals, families, and various institutional clients with comprehensive financial planning and portfolio management through its proprietary UltraVision System®, offering tailored investment approaches including fundamental and technical research combined with automated portfolio management on the Schwab Intelligent Portfolios platform.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Retired Founder/Business Owner Executive Established Professionals Baby Boomers (Born 1946-1964)
user avatar

Jason W

Series 66

Columbus, OH

Antolino Wealth Advisors

Jason Witt is a financial advisor with AA Financial Advisors, LLC in Columbus, Ohio. He holds a Series 66 designation and has six years of industry experience. Prior to joining AA Financial Advisors, he worked at United Wholesale Mortgage and has experience with Brooks Running and the Hansons-Brooks Distance Project. AA Financial Advisors serves individuals and families, pension and employee benefit plans, trusts, estates, and business entities. The firm offers comprehensive financial planning and portfolio management through its proprietary UltraVision System®, combining fundamental and technical research with automated investment programs on the Schwab Intelligent Portfolios platform.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Retired Founder/Business Owner Executive Established Professionals Baby Boomers (Born 1946-1964)
user avatar

Brandon B

CFP®, ChFC®, Series 66

Columbus, OH

Antolino Wealth Advisors

Brandon Boychuk is a financial advisor with AA Financial Advisors, LLC in Columbus, OH, holding the CFP® and ChFC® designations and the Series 66 license. He has nine years of industry experience, including roles at Kestra Investment Services, Bank of America, Merrill Lynch, and Antolino & Associates. Outside of financial advising, he owns an auto detailing business. AA Financial Advisors serves individuals, families, pension and employee benefit plans, trusts, estates, and business entities, offering comprehensive financial planning and portfolio management through its proprietary UltraVision System® and an Automated Investment Program on the Schwab Intelligent Portfolios platform. The firm integrates fundamental and technical research with committee vetting and performance illustrations, providing tailored investment management and consulting services.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Retired Founder/Business Owner Executive Established Professionals Baby Boomers (Born 1946-1964)
user avatar

Ralph A

Series 63

Columbus, OH

Antolino Wealth Advisors

Ralph Antolino is a financial advisor at AA Financial Advisors, LLC in Columbus, OH, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Kestra Investment Services, LLC and NFP Securities, Inc., and has extensive business involvement including ownership and management roles in several companies, as well as serving as a director of The Carmella Foundation, a charitable organization. Additionally, he is an author and public speaker. AA Financial Advisors serves individuals and families, pension and employee benefit plans, trusts, estates, and business entities, offering comprehensive financial planning and portfolio management through its proprietary UltraVision System® and an Automated Investment Program on the Schwab Intelligent Portfolios platform. The firm integrates fundamental and technical research, committee vetting of managers, and features an affiliation with legal services through a licensed attorney principal.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Retired Founder/Business Owner Executive Established Professionals Baby Boomers (Born 1946-1964)
user avatar

Nicholas B

CFP®, ChFC®, Series 63

Columbus, OH

Antolino Wealth Advisors

Nicholas Bowden is a CFP® and ChFC® with eight years of industry experience, currently serving as a financial advisor at AA Financial Advisors, LLC in Columbus, OH. His prior work includes roles at Kestra Investment Services, LLC and Nationwide Investment Services Corp. Outside of his advisory work, Bowden serves as president of the Columbus chapter of AMSPIRIT Business Connections, a networking and marketing organization. AA Financial Advisors provides comprehensive financial planning and portfolio management to individuals, families, pension and employee benefit plans, trusts, estates, and business entities. The firm utilizes its proprietary UltraVision System® and combines fundamental and technical research with committee vetting to deliver tailored investment solutions, including an automated program on the Schwab Intelligent Portfolios platform.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Retired Founder/Business Owner Executive Established Professionals Baby Boomers (Born 1946-1964)
user avatar

Maureen A

CFP®

Decatur, TN

Antolino Wealth Advisors

Maureen Armstrong is a Certified Financial Planner® with 28 years of industry experience. She is currently with AA Financial Advisors, LLC and has previously worked at Kestra Investment Services since 2013. Armstrong is involved in introducing clients to Finances Simplified, LLC, a tax and accounting service, to assist with bookkeeping needs. She also serves as a board member of Cornerstone Controls Inc. AA Financial Advisors serves individuals, families, and institutional clients, providing comprehensive financial planning and portfolio management through its proprietary UltraVision System®. The firm combines fundamental and technical research with committee vetting and offers both tailored portfolio management and an automated investment program.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Retired Founder/Business Owner Executive Established Professionals Baby Boomers (Born 1946-1964)
user avatar

Ian E

CFP®, Series 63

Columbus, OH

Antolino Wealth Advisors

Ian Erdman is a CFP® professional with 10 years of experience in the financial services industry. He is currently with AA Financial Advisors, LLC and has prior experience at Kestra Investment Services, Nationwide Financial, and other firms. Outside of his advisory role, he is also engaged as a driver for a ridesharing service. AA Financial Advisors serves individuals, families, pension plans, trusts, estates, and business entities, offering comprehensive financial planning and portfolio management through its proprietary UltraVision System® and an Automated Investment Program on the Schwab Intelligent Portfolios platform. The firm integrates fundamental and technical research with committee vetting and provides clients with tailored portfolio management and ongoing advisory services.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Retired Founder/Business Owner Executive Established Professionals Baby Boomers (Born 1946-1964)
user avatar

Christian H

CFP®

Columbus, OH

Antolino Wealth Advisors

Christian Hertl is a CFP® professional with 21 years of experience in the financial services industry. He has been with AA Financial Advisors, LLC since 2012 and has held roles at Kestra Investment Services, LLC and NFP Securities, Inc. Hertl also works with Antolino & Associates, where he assists clients with life insurance. AA Financial Advisors serves individuals and families, pension and employee benefit plans, trusts, estates, and business entities. The firm offers comprehensive financial planning and portfolio management through its proprietary UltraVision System®, combining fundamental and technical research with automated investment programs on the Schwab Intelligent Portfolios platform.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Retired Founder/Business Owner Executive Established Professionals Baby Boomers (Born 1946-1964)
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