Opportunities for experienced advisors

Transitioning your practice

You deserve every opportunity to reach your unlimited potential as an advisor,

At North Star, our mission is to deliver these opportunities by blending support and independence: Support to build a practice optimized for growth and independence with all the advantages of practice ownership.

SEE WHAT A TRANSITION TO NORTH STAR LOOKS LIKE

Our promise to financial advisors is to provide a sound resource and expertise for your clients, your practice, and you.

In 1969, our founder Phil Richards acquired a small financial practice consisting of five advisors in St. Paul, Minnesota. Over the decades, that practice developed into a nationwide firm serving hundreds of thousands of individuals with comprehensive investment and brokerage services.

A testament to our advisor’s accomplishments

All of these metrics would add up to zero if it weren’t for our advisors.

150 thousand

CLIENTS NATIONWIDE

ADVISORS EXCEEDING $1 MILLION ANNUAL GRID REVENUE

$47 billion

DEATH BENEFITS IN FORCE

$14 billion

ASSETS UNDER ADMINISTRATION

Approximate values as of 12/31/2024

Ready to get started? Connect with your transition specialist.

If you want the freedom to run your practice your way with the stability of a national firm on your side, consider how North Star may join in your mission.

Nick Gonzales

National Senior Recruiter
919.908.2466
niccolo.gonzales@northstarfinancial.com

SCHEDULE A CONSULTATION

Nick is an investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.

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