BLOOMFIELD HILLS, MICRD 121088Latest ADV January 29, 2026
Northern Financial Advisors, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Bloomfield Hills, MI. Its latest Form ADV filing, dated January 29, 2026, reports $684M in regulatory assets under management, 12 employees, and 1,957 accounts.
Assets Under Management
$684M
Employees
12
Offices
--
Total Clients
324
Primary office
BLOOMFIELD HILLS, MI
74 E. LONG LAKE RD., SUITE 200, BLOOMFIELD HILLS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.0% of total clients.
Top client categories% of clientsClients
1
HNWI
58.0%
188
2
Individuals
42.0%
136
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$684Mas of January 29, 2026
Discretionary100.0%
$684M
100% of total RAUM100.0%
Non-discretionary0.0%
$97K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$684M
Total Accounts1,957
10Y AUM Change+$278M (+68.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee27:1
10Y Employee Change+2 (+20.0%)
* 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.