← Tributary

NORTHBRIDGE FINANCIAL GROUP, LLC

TAMPA, FL · CRD 310394 · IAPD ↗ · (813) 877-8000

$413.1MRegulatory AUM
7Advisory reps
11Employees
0Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — NORTHBRIDGE FINANCIAL GROUP, LLC notice-filed in CA, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2026 — NORTHBRIDGE FINANCIAL GROUP, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
March 2026 — NORTHBRIDGE FINANCIAL GROUP, LLC reported RAUM up 35% ($305.6M -> $413.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
March 2025 — NORTHBRIDGE FINANCIAL GROUP, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
March 2025 — NORTHBRIDGE FINANCIAL GROUP, LLC reported RAUM up 46% ($209.3M -> $305.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — NORTHBRIDGE FINANCIAL GROUP, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — NORTHBRIDGE FINANCIAL GROUP, LLC reported RAUM up 33% ($157.1M -> $209.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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