Northstar Investment Advisors LLC

Northstar Investment Advisors LLC (CRD# 107295) is a financial advisory firm headquartered in Denver, CO. They manage $508,312,973 in 743 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    508
    MILLION
  • Total Number of Accounts
    743
    ACCOUNTS
  • Average Account Value
    $684,136
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, IL, LA, MD, MN, NE, NY, OH, PA, TX, UT, VA

Financial Advisors at Northstar Investment Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Charles J. Farrell
CRD#: 3271411
700 Seventeenth Street, Suite 2350, Denver, CO 80202
93
Wealthminder
score

Charles Farrell (CRD# 3271411) is an Investment Advisor Representative working at Northstar Investment Advisors LLC in Denver, CO and has over 11 years of experience in the finance industry.

2
Frederick B. Taylor
CRD#: 1277157
700 Seventeenth Street, Suite 2350, Denver, CO 80202
93
Wealthminder
score

Frederick Taylor (CRD# 1277157) is an Investment Advisor Representative working at Northstar Investment Advisors LLC in Denver, CO and has over 33 years of experience in the finance industry.

3
Daniel J. McGilvray
CRD#: 6047277
700 Seventeenth Street, Suite 2350, Denver, CO 80202
90
Wealthminder
score

Daniel McGilvray (CRD# 6047277) is an Investment Advisor Representative working at Northstar Investment Advisors LLC in Denver, CO and has 1 year of experience in the finance industry.

4
Robert R. Vanwetter
CRD#: 1953415
700 Seventeenth Street, Suite 2350, Denver, CO 80202
90
Wealthminder
score

Robert Vanwetter (CRD# 1953415) is an Investment Advisor Representative working at Northstar Investment Advisors LLC in Denver, CO and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.