United States · Investor

Finley Wealth Advisors

No observed cheques in the sources we track. That is a limit of our coverage, not a finding about this organisation.

UnknownInvestment firm

Cheques on record

No rounds observed yetA limit of the sources we read, not a finding about the firm.

Pitch Finley Wealth Advisors

What they do

Type
Investment firm (from a list, unverified)
Cheque size
Not stated
Based in
Estero, United States
Cold pitches
Not stated

The record

No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration1 named

RARalph AntolinoChief Compliance OfficeriForm ADV

We also hold 1 person at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$1.4Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
Legal name
AA Financial Advisors, LLC
SEC number
CRD 119829

What they claim to have backed

From their own portfolio page (on their website)

1 of 7 we have independently watched raise

AltruistAntolinoAppCfpInstitutedfaNaepcSchwab

Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.

Quick answers about Finley Wealth Advisors

Is Finley Wealth Advisors investing now?

No investments in the last 12 months.

What kind of investor is Finley Wealth Advisors?

Finley Wealth Advisors is an investment firm based in Estero, United States.

How much does Finley Wealth Advisors manage?

About $1.4B, as regulatory assets under management (Oct 2026).

When was Finley Wealth Advisors founded?

Finley Wealth Advisors was founded in 2006.

Where does this information on Finley Wealth Advisors come from?

From public registers and its own website, checked and rebuilt every night.

Raising now?

Find the investors who back rounds like yours, and keep every conversation on one fundraising board.

Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it