NADLER FINANCIAL GROUP, INC.
SEC RegisteredAbout the firm
A boutique financial services firm specializing in financial planning, wealth management, and employee benefits.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive personal financial planning, independent investment advisory and wealth management services, and customized employee benefit plan design.
Who they serve
Individuals seeking financial planning, high net worth individuals, and businesses seeking employee benefit plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 589 | $198M |
| High Net Worth Individuals | 437 | $1.8B |
| Charitable Organizations | 18 | $52M |
38 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NADLER FINANCIAL GROUP, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.