RIA Intel›Advisers›Washington›NORTH FINANCIAL INC

NORTH FINANCIAL INC

Advisory

UNIVERSITY PLACE, WA

Data as of Jan 22, 2026 · Source: SEC Form ADV

Average account
$100K
across 381 accounts
AUM per adviser
$19M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM
$38M
Discretionary %
100%
Clients
381
Employees
5

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$38M
Discretionary AUM$38M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients381
Team
Total Employees5
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InWA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

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

FOLGMANN FINANCIAL GROUP LLC
$38M
FOCUS ADVISORY, LLC
$38M
PIONEER SQUARE ADVISORS, LLC
GIG HARBOR, WA
$38M
-19.7% 1Y
NEXT FINANCIAL ADVISORS LLC
SEATTLE, WA
$38M
+453.6% 1Y
PROFESSIONAL INVESTMENT MANAGEMENT SERVICES, PLLC
KENNEWICK, WA
$38M
+10.7% 1Y
LUDEMAN CAPITAL MANAGEMENT, INC.
BELLINGHAM, WA
$39M
-34.2% 1Y

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