Data / Investment advisers / Florida / Northbridge Financial Group, LLC
Northbridge Financial Group, LLC, Tampa, FL: $413 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Northbridge Financial Group, LLC is an SEC registered investment adviser with its main office in Tampa, Florida and reports $413 million in regulatory assets under management in its Form ADV filed July 24, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Northbridge Financial Group, LLC (CRD number 310394): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 310394
- SEC file number
- 801-119466
- SEC status
- Approved, effective September 14, 2020
- Main office
- 4300 West Cypress Street Meridian Two Building, Suite 370, Tampa, FL 33607
- Phone
- (813) 877-8000
- Regulatory AUM
- $413,141,294 in the Form ADV filed July 24, 2026
- Discretionary AUM
- $373,439,783
- Non discretionary AUM
- $39,701,511
- Accounts
- 1,354
- Employees
- 11, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 170 | $330.2 million |
| Individuals (other than high net worth individuals) | 312 | $74.6 million |
| Pension and profit sharing plans | 5 | $5.7 million |
| Charitable organizations | Fewer than 5 | $1.9 million |
| Corporations or other businesses | Fewer than 5 | $678,942 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $413.1 million | February 27, 2026 |
| December 1, 2025 | $305.6 million | March 13, 2025 |
Other advisers in Tampa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mangrove Equity Partners | Tampa | $468.1 million | 7 | adviserinfo.sec.gov |
| Wealth Advisors of Tampa Bay | Tampa | $456.8 million | Not listed | adviserinfo.sec.gov |
| Florida Financial Advisors, LLC | Tampa | $456.1 million | Not listed | adviserinfo.sec.gov |
| Quantum Private Wealth, LLC | Tampa | $418 million | Not listed | adviserinfo.sec.gov |
| Clearwell Group | Tampa | $413.5 million | 23 | adviserinfo.sec.gov |
| Code Waechter LLC | Tampa | $409 million | Not listed | adviserinfo.sec.gov |
| Walser Wealth Management Company, a Limited Liability Company | Tampa | $339.2 million | Not listed | adviserinfo.sec.gov |
| Power Financial Partners, LLC | Tampa | $329.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tampa, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Northbridge Financial Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.