NorthStar continually strives to take advantage of new opportunities in the financial services industry and develop new companies to meet client needs and provide solutions for its own companies. Our executive management is continuing the vision originally established over a decade ago, to innovate and develop products and services, strengthen our partners, and provide tools and resources to empower investment advisors.

Our Culture

NorthStar has a foundation built on innovation, expertise, and integrity. Upon that foundation sits the broader structure that gives us the ability to deliver, not only results, but personal relationships with our clients.

Part of the NorthStar structure is the unique culture we’ve built. With offices in five states, our people are more than just a team; they ARE NorthStar. We have actively sought individuals who are both immensely talented in their fields and intrinsically able to build personal connections to empower investment advisors. Our structure can’t exist without the communities in which we live and we value those who give back.


Employee Spotlight

  • All
  • Senior Manager
  • chief compliance officer
  • VP / Senior Relationship Manager
  • Manager of Fund Accounting
  • senior compliance officer
  • Software Project Manager
  • Portfolio Manager
  • HR Business Partner

Our Services

With over 825 employees and $610 Billion in assets under management and administration, NorthStar Financial Services Group, LLC is a holding company for several subsidiaries. Each company offers unique services within the financial industry.



    • Risk Budgeting
    • ETF Strategist
    • Active Asset Allocation


    • Access to leading strategists
    • Multi-strategy investment process
    • Automated back office functions
    • Proprietary risk scoring
    • Customized investment proposal

    Turnkey Asset Management Platform (TAMP)

    • Data Aggregation
    • Performance Reporting
    • Trade Order Management
    • Advisory Fee Billing


    • Best In-Class
    • Custody Administration Services


Join Our Team

NorthStar has established an outstanding reputation for quality and service, because each employee contributes to our success. We believe you will find satisfaction and take pride in your work here. We are always looking for the right person to join our team, and contribute your own combination of talent and energy to help us build for the future.