CONSHOHOCKEN, PACRD 119396Latest ADV March 24, 2026
Northstar Financial Companies, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Conshohocken, PA. Its latest Form ADV filing, dated March 24, 2026, reports $519M in regulatory assets under management, 10 employees, 2 offices, and 1,338 accounts.
Assets Under Management
$519M
Employees
10
Offices
2 offices
Total Clients
507
Primary office
CONSHOHOCKEN, PA
1201 E. HECTOR ST, CONSHOHOCKEN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.7% of total clients.
Top client categories% of clientsClients
1
Individuals
77.7%
394
2
HNWI
22.3%
113
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$519Mas of March 24, 2026
Discretionary95.2%
$494M
95% of total RAUM95.2%
Non-discretionary4.8%
$25M
5% of total RAUM4.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$519M
Total Accounts1,338
10Y AUM Change+$401M (+338.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee51:1
10Y Employee Change+8 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.