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NORTHERN FINANCIAL ADVISORS, INC

BLOOMFIELD HILLS, MI · CRD 121088 · IAPD ↗ · northernfinancialadvisors.com · 248-985-1632

$684.0MRegulatory AUM
8Advisory reps
11Employees
3Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — NORTHERN FINANCIAL ADVISORS, INC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
February 2026 — NORTHERN FINANCIAL ADVISORS, INC now reports custody of client assets ($90.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
71
February 2026 — NORTHERN FINANCIAL ADVISORS, INC grew from 6 to 9 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.