About Us

NorthStar Financial Services Group, LLC (“NorthStar”) exists to innovate and develop products and services, strengthen our partners, and provide tools and resources to empower investment advisors.

With over 825 employees and more than $610 Billion in assets under management and administration as of 6/30/2017, NorthStar is a holding company for several subsidiaries. Each company offers unique services within the financial industry, including asset management, pooled investment solutions, portfolio accounting, fund distribution and compliance, and printing and marketing services. NorthStar provides accounting, human resources, marketing, legal, and sales leadership for all its subsidiaries.

How We Work


Together, our synergy helps investment advisors enhance their service to clients, increase their operational efficiencies, and expand their businesses. Our staff includes experienced professionals with industry-specific knowledge, technology-based proficiency, and creative problem solving skills.

Who we are