Northstar Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Northfield, NJ. Its latest Form ADV filing, dated March 6, 2026, reports $377M in regulatory assets under management, 9 employees, 3 offices, and 866 accounts.
Assets Under Management
$377M
Employees
9
Offices
3 offices
Total Clients
372
Primary office
NORTHFIELD, NJ
1555 ZION ROAD, SUITE 204, NORTHFIELD, NJ, United States
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
248
2
HNWI
30.4%
113
3
Pension Plans
1.6%
6
4
Charitable
1.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$377Mas of March 6, 2026
Discretionary100.0%
$377M
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.
Total AUM$377M
Total Accounts866
10Y AUM Change+$377M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee41:1
10Y Employee Change+3 (+50.0%)
* 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.