RIA Intel›Advisers›Ohio›AA FINANCIAL ADVISORS, LLC

AA FINANCIAL ADVISORS, LLC

Advisory

N·COLUMBUS, OH

Data as of Jul 9, 2026 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+19.2%

3-Year CAGR

+6.0%

Employees

11

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.2B

Non-Discretionary AUM$198M

Discretionary %86%

Total Clients814

Team

Total Employees11

Investment Advisers30

Employee Growth (1Y)+12.5%

Filing History

Total Filings on Record14

First FilingMay 5, 2022

Latest FilingJul 9, 2026

🔒 Full AUM trend chart and 14 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AA FINANCIAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.