RIA Intel›Advisers›Pennsylvania›NORTHSTAR FINANCIAL COMPANIES, INC.

NORTHSTAR FINANCIAL COMPANIES, INC.

Advisory

N·CONSHOHOCKEN, PA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$519M
1-Year AUM Growth
+55.8%
3-Year CAGR
+22.7%
Employees
5
Assets Under Management
Total AUM$519M
Discretionary AUM$494M
Non-Discretionary AUM$25M
Discretionary %95.2%
Total Clients524
Team
Total Employees5
Investment Advisers10
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record14
First FilingMar 14, 2019
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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