Northbridge Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated February 27, 2026, reports $413M in regulatory assets under management, 11 employee, and 1,354 accounts.
Assets Under Management
$413M
Employees
11
Offices
--
Total Clients
487
Primary office
TAMPA, FL
4300 WEST CYPRESS STREET, MERIDIAN TWO BUILDING, SUITE 370, TAMPA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.1% of total clients.
Top client categories% of clientsClients
1
Individuals
64.1%
312
2
HNWI
34.9%
170
3
Pension Plans
1.0%
5
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$413Mas of February 27, 2026
Discretionary90.4%
$373M
90% of total RAUM90.4%
Non-discretionary9.6%
$40M
10% of total RAUM9.6%
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$413M
Total Accounts1,354
10Y AUM Change+$413M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee44:1
10Y Employee Change+3 (+37.5%)
* 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.