Northcoast Asset Management LLC

RIASEC RegisteredEst. 2015

Total AUM

$5B

Discretionary

$5B

100% of AUM

Avg account

$698K

Accounts

7,122

Employees

Advisory reps

Firm details

Headquarters: Stamford, Connecticut
CRD number: 282241
Registered since: December 24, 2015
Website: northcoastam.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Other
Client types: HNWI64.08%
Individuals28.96%
Corporations / Businesses3.57%
Other Investment Advisers2.79%
Pension & Profit Sharing Plans0.55%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Northcoast Asset Management LLC is an independent, SEC-registered advisory firm that acts as a capital allocator for individuals, families and institutions. Founded as an LLC and registered with the SEC since 2015, the firm offers financial planning, portfolio management for individuals and small businesses as well as for institutional clients, and performs selection of third‑party advisers. Its revenue model includes percentage-of-AUM fees alongside other fee arrangements. Northcoast reports itself as an active ESG investor and maintains roles across related financial activities — including broker‑dealer and sponsor relationships — that support both advisory and product‑sponsoring capabilities. The firm has been recognized repeatedly in industry lists: it has appeared on Barron’s Top 100 RIA Firms multiple years (2021–2025), was listed by Forbes among America’s Top RIA Firms (2023, 2024), and was named to other industry roundups including Financial Times, FA Magazine and AdvisorHub.