AA FINANCIAL ADVISORS, LLC
CRD #119829 SEC #801-125806 COLUMBUS, OH 614-442-3355
SEC Registered
Total AUM
$1B
Discretionary
$818.2M
Employees
24
Clients
251
Accounts
2,097
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1B | $818.2M | $194M | 24 | 25 |
| Jul 2025 | $1B | $818.2M | $194M | 20 | 25 |
| Mar 2025 | $1B | $818.2M | $194M | 19 | 25 |
| Jan 2025 | $864.3M | $525.4M | $338.9M | 19 | 6 |
| Jan 2025 | $864.3M | $525.4M | $338.9M | 19 | 6 |
| Oct 2024 | $864.3M | $525.4M | $338.9M | 19 | 6 |
| Sep 2024 | $864.3M | $525.4M | $338.9M | 19 | 6 |
| May 2024 | $864.3M | $525.4M | $338.9M | 18 | 6 |
| Mar 2024 | $864.3M | $525.4M | $338.9M | 18 | 6 |
| Jan 2024 | $725.3M | $109.7M | $615.6M | 15 | 14 |
| Dec 2023 | $725.3M | $109.7M | $615.6M | 14 | 14 |
| Oct 2023 | $725.3M | $109.7M | $615.6M | 14 | 14 |
| Sep 2023 | $725.3M | $109.7M | $615.6M | 14 | 14 |
| Sep 2023 | $725.3M | $109.7M | $615.6M | 14 | 14 |
| Mar 2023 | $725.3M | $109.7M | $615.6M | 14 | 14 |
| Mar 2023 | $725.3M | $109.7M | $615.6M | 14 | 14 |
| Mar 2023 | $725.3M | $109.7M | $615.6M | 14 | 14 |
| Aug 2022 | $733.5M | $136.9M | $596.6M | 14 | 7 |
| May 2022 | $733.5M | $136.9M | $596.6M | 14 | 7 |
DateAug 2025
Total AUM$1B
Discretionary$818.2M
Non-Disc.$194M
Employees24
Clients25
DateJul 2025
Total AUM$1B
Discretionary$818.2M
Non-Disc.$194M
Employees20
Clients25
DateMar 2025
Total AUM$1B
Discretionary$818.2M
Non-Disc.$194M
Employees19
Clients25
DateJan 2025
Total AUM$864.3M
Discretionary$525.4M
Non-Disc.$338.9M
Employees19
Clients6
DateJan 2025
Total AUM$864.3M
Discretionary$525.4M
Non-Disc.$338.9M
Employees19
Clients6
DateOct 2024
Total AUM$864.3M
Discretionary$525.4M
Non-Disc.$338.9M
Employees19
Clients6
DateSep 2024
Total AUM$864.3M
Discretionary$525.4M
Non-Disc.$338.9M
Employees19
Clients6
DateMay 2024
Total AUM$864.3M
Discretionary$525.4M
Non-Disc.$338.9M
Employees18
Clients6
DateMar 2024
Total AUM$864.3M
Discretionary$525.4M
Non-Disc.$338.9M
Employees18
Clients6
DateJan 2024
Total AUM$725.3M
Discretionary$109.7M
Non-Disc.$615.6M
Employees15
Clients14
DateDec 2023
Total AUM$725.3M
Discretionary$109.7M
Non-Disc.$615.6M
Employees14
Clients14
DateOct 2023
Total AUM$725.3M
Discretionary$109.7M
Non-Disc.$615.6M
Employees14
Clients14
DateSep 2023
Total AUM$725.3M
Discretionary$109.7M
Non-Disc.$615.6M
Employees14
Clients14
DateSep 2023
Total AUM$725.3M
Discretionary$109.7M
Non-Disc.$615.6M
Employees14
Clients14
DateMar 2023
Total AUM$725.3M
Discretionary$109.7M
Non-Disc.$615.6M
Employees14
Clients14
DateMar 2023
Total AUM$725.3M
Discretionary$109.7M
Non-Disc.$615.6M
Employees14
Clients14
DateMar 2023
Total AUM$725.3M
Discretionary$109.7M
Non-Disc.$615.6M
Employees14
Clients14
DateAug 2022
Total AUM$733.5M
Discretionary$136.9M
Non-Disc.$596.6M
Employees14
Clients7
DateMay 2022
Total AUM$733.5M
Discretionary$136.9M
Non-Disc.$596.6M
Employees14
Clients7