RIA Intel›Advisers›NORTHSTAR FINANCIAL ADVISORS LLC

NORTHSTAR FINANCIAL ADVISORS LLC

Advisory

N·

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM
$62M
1-Year AUM Growth
+59.1%
3-Year CAGR
+5.4%
Employees
1
Assets Under Management
Total AUM$62M
Discretionary AUM$61M
Non-Discretionary AUM$1M
Discretionary %97.8%
Total Clients33
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record19
First FilingJun 18, 2010
Latest FilingMar 16, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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