RIA Intel›Advisers›Ohio›PERSONAL FINANCIAL ADVISORS, INC.

PERSONAL FINANCIAL ADVISORS, INC.

Advisory

PICKERINGTON, OH

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in OH

#647

of 748 advisers by AUM

Average account

$169K

across 476 accounts

AUM per adviser

$27M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$80M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$80M

Discretionary AUM$0

Non-Discretionary AUM$80M

Discretionary %0%

Total Clients155

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

155 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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NEO INVESTMENT COUNSEL, LLC

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