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NFSG CORPORATION

BOCA RATON, FL · CRD 130814 · IAPD ↗ · blackriverltd.com · 954-334-3450

$1.08BRegulatory AUM
74Advisory reps
89Employees
0Clients
1-10Planning clients
0Private funds
52States
10Disclosures
wealthSegment
ApprovedSEC status

Filing changes

78
March 2026 — NFSG CORPORATION grew from 66 to 74 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2026 — NFSG CORPORATION crossed $1B in regulatory AUM ($813.5M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
58
May 2025 — NEWBRIDGE FINANCIAL SERVICES GROUP, INC. is now doing business as NFSG CORPORATION.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
April 2025 — NEWBRIDGE FINANCIAL SERVICES GROUP, INC. shrank from 73 to 66 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
April 2025 — NEWBRIDGE FINANCIAL SERVICES GROUP, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
April 2025 — NEWBRIDGE FINANCIAL SERVICES GROUP, INC. reported RAUM up 44% ($566.2M -> $813.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — NEWBRIDGE FINANCIAL SERVICES GROUP, INC. shrank from 78 to 73 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — NEWBRIDGE FINANCIAL SERVICES GROUP, INC. crossed $500M in regulatory AUM ($472.0M -> $566.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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