NORTH STAR ASSET MANAGEMENT INC

Overview

North Star Asset Management Inc. is an independent, SEC-registered RIA that has been operating since 1996 as a corporation owned by an individual. The firm serves both individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses and institutional entities. North Star does not position itself as a capital allocator or pension consultant and is not flagged as an active ESG investor. The firm has been recognized repeatedly in CNBC’s Top 100 Financial Advisory Firms list (2019, 2020, 2021, 2022, 2025), which reflects its visibility in the retail/advisory space rather than any implied endorsement of a particular investment strategy.

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Public Holdings

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Location & Offices