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NORTHRIM ADVISER, LLC

MESA, AZ · CRD 306796 · IAPD ↗ · northrimhorizon.com · 480-206-7683

$556.0MRegulatory AUM
12Advisory reps
12Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — NORTHRIM ADVISER, LLC grew from 7 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — NORTHRIM ADVISER, LLC crossed $500M in regulatory AUM ($261.0M -> $521.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
49
April 2024 — NORTHRIM ADVISER, LLC reported RAUM up 34% ($195.0M -> $261.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
April 2024 — NORTHRIM ADVISER, LLC grew from 3 to 6 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.