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NORTHERN FINANCIAL ADVISORS, INC
Legal name: NORTHERN FINANCIAL ADVISORS, INC.
CRD 121088File 801-119217
APPROVED
Retail clients
Custody
Filing as of Jan 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$684.0M
Above cohort median (national)
Discretionary AUM
$683.9M
Non-discretionary $97K
Clients
324
1,957 accounts
Employees
12
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 31, 2020
- Principal office
- 74 E. LONG LAKE RD., SUITE 200, BLOOMFIELD HILLS, MI, 48304
- Phone
- 248-985-1632
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $684.0M
- Discretionary AUM
- $683.9M
- Non-discretionary AUM
- $97K
- Discretionary accounts
- 1,939
- Non-discretionary accounts
- 18
- Total accounts
- 1,957
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 188 | $622.9M |
| Individuals (other than high net worth individuals) | 136 | $61.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.