NORTHSTAR FINANCIAL COMPANIES, INC.
SEC RegisteredINTEGRITY. ACCOUNTABILITY. EXPERIENCE.
About the firm
Northstar Financial Companies, Inc. is a financial planning and investment management firm founded in 1996. The firm's mission is to value and protect the trust of its clients by acting with integrity, being accountable, and consistently applying expertise. Everything the firm does, from financial planning to investment management, is driven by client needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, estate planning coordination, gifting strategies, pension and governmental plan guidance, and support for trusts, qualified plans, and nonprofits.
Who they serve
Professionals, executives, and business owners; active and retired military members; as well as trusts, qualified plans, and nonprofits with complex financial lives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 394 | $153M |
| High Net Worth Individuals | 113 | $363M |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of March 24, 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. NORTHSTAR FINANCIAL COMPANIES, 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.