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NORTHSTAR ASSET MANAGEMENT, INC

BOSTON, MA · CRD 107138 · IAPD ↗ · northstarasset.com · 617-522-2635

$805.9MRegulatory AUM
9Advisory reps
15Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — NORTHSTAR ASSET MANAGEMENT, INC shrank from 14 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
April 2026 — NORTHSTAR ASSET MANAGEMENT INC is now doing business as NORTHSTAR ASSET MANAGEMENT, INC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
78
April 2026 — NORTHSTAR ASSET MANAGEMENT, INC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
45
December 2025 — NORTHSTAR ASSET MANAGEMENT INC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — NORTHSTAR ASSET MANAGEMENT INC added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
December 2024 — NORTHSTAR ASSET MANAGEMENT INC notice-filed in NE, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2024 — NORTHSTAR ASSET MANAGEMENT INC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2024 — NORTHSTAR ASSET MANAGEMENT INC grew from 10 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.