FOR ADVISORS

Ready For A Change?

Become an Antolino Advisor.

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Ideal Partner

Owner Looking to:

Step away in 2-5 years or sooner
Partner with an A+ Team
Have more free time

Deep relationships with your clients

Have not optimized a formal succession plan for you and your clients

Ideal Custodian Partner:

Small RIA Firm

If you checked 3 or more boxes above, let’s chat…

and discuss a potential partnership that would give you confidence your clients are well- taken care of when you transition to a slower pace and eventually walk away.

Why A&A Financial Advisors?

Caring Deeply: Since 1960, we have had a culture of caring deeply about great people; Our clients and our employees. As fiduciaries, we will extend this culture of caring to our partners’ client relationships to give you confidence they'll receive a service experience that will exceed expectations.

Experience: We have successfully acquired 4 RIA firms in the past 5 years.

Growth Trajectory Incentive: 20%+ growth year over year for WKH last 5 years; *row with us and be rewarded accordingly.

Time: Gain the confidence to spend more time with family, vacationing, pursuing activities and achieving life goals outside of work by being unshackled of the day-to-day operations of the business.

Systems: Benefit from our proprietary systems like The UltraVision System^®, The ABC’s of Cash Flow™ and other unique processes that separate us from our competitors and will benefit your clients.

The Ultra Vision System®: Our time-tested, proven financial planning process that empowers our clients to make informed financial decisions through our comprehensive Letter of Intent, Math Model, and Summary Opinion Letter.

Multi-Generational Ownership: With ownership spanning over 4 decades, we are built to endure for the next 50+ years.

Investment Strategies: Our Investment Committee is equipped to learn and incorporate your existing strategies to continue your service offering, or upgrade to our Portfolio Management Program™.

Technology: We prioritize staying at the forefront of technological trends, ensuring our clients remain ahead of the curve.

A&A M&A Team
Jesse Wohl | Collin Ricker
President | M&A Sales Associate
This email address is being protected from spambots. You need JavaScript enabled to view it. | This email address is being protected from spambots. You need JavaScript enabled to view it.
Ph: 614.545.3777 | Ph: 614.708.9270

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Securities offered through Registered Representatives of Kestra Investment Services, LLC, member FINRA/SIPC. Investment Advisory Services offered through Investment Advisor Representatives of AA Financial Advisors, LLC. Kestra Investment Services, LLC is not affiliated with AA Financial Advisors, LLC or Antolino & Associates, Inc. Investor Disclosures. To Check Firm or Individual Backgrounds please go to FINRA's BrokerCheck.

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