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NORTHSTAR ADVISORY GROUP, LLC

NORTHFIELD, NJ · CRD 306850 · IAPD ↗ · thenorthstaradvisorygroup.com · 833-226-0400

$377.0MRegulatory AUM
3Advisory reps
9Employees
0Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — NORTHSTAR ADVISORY GROUP, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2026 — NORTHSTAR ADVISORY GROUP, LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
March 2025 — NORTHSTAR ADVISORY GROUP, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
March 2025 — NORTHSTAR ADVISORY GROUP, LLC reported RAUM up 32% ($253.1M -> $334.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
February 2024 — NORTHSTAR ADVISORY GROUP, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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