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NADLER FINANCIAL GROUP, INC.

DEERFIELD, IL · CRD 122617 · IAPD ↗ · nadlerfinancial.com · 847-940-4040

$2.18BRegulatory AUM
18Advisory reps
28Employees
38Clients
More than 500Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — NADLER FINANCIAL GROUP, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2026 — NADLER FINANCIAL GROUP, INC. notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
December 2025 — NADLER FINANCIAL GROUP, INC. notice-filed in MN, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
March 2025 — NADLER FINANCIAL GROUP, INC. grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
June 2024 — NADLER FINANCIAL GROUP, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2024 — NADLER FINANCIAL GROUP, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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