Nadler Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Deerfield, IL. Its latest Form ADV filing, dated March 10, 2026, reports $2.2B in regulatory assets under management, 28 employees, 1 office, and 3,212 accounts.
Assets Under Management
$2.2B
Employees
28
Offices
1 office
Total Clients
1,072
Primary office
DEERFIELD, IL
750 ESTATE DRIVE, SUITE 110, DEERFIELD, IL, United States
Top client segmentIndividuals represent 54.9% of total clients.
Top client categories% of clientsClients
1
Individuals
54.9%
589
2
HNWI
40.8%
437
3
Corporations
2.6%
28
4
Pension Plans
1.7%
18
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 10, 2026
Discretionary100.0%
$2.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
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$2.2B
Total Accounts3,212
10Y AUM Change+$1.6B (+253.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee38:1
10Y Employee Change+14 (+100.0%)
* 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.