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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 Sep 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$684.0M
Above cohort median (national)
Discretionary AUM
$683.9M
Non-discretionary $97K
Clients
324
1,957 accounts
Employees
11
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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 13 | 12 | decreased by1 |
| Feb 1, 2026 | Custody | No | Yes | |
| Feb 1, 2026 | Clients | 323 | 324 | increased by1 |
| Feb 1, 2026 | AUM | $619,773,830 | $684,018,783 | increased by$64,244,953 |
| Feb 1, 2026 | Accounts | 2,147 | 1,957 | decreased by190 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 13 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 317 | 323 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $532,039,019 | $619,773,830 | increased by$87,734,811 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,984 | 2,147 | increased by163 |
| Feb 1, 2022 | Employees | 10 | 8 | decreased by2 |
| Feb 1, 2022 | Clients | 312 | 317 | increased by5 |
| Feb 1, 2022 | AUM | $474,052,974 | $532,039,019 | increased by$57,986,045 |
| Feb 1, 2022 | Accounts | 1,934 | 1,984 | increased by50 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NORTHERN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NORTHERN FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.