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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-12-1998
- Office Locations
- 1
Office Locations
About Nadler Financial Group, Inc.
Nadler Financial Group is a boutique firm providing comprehensive financial planning, independent wealth management for high-net-worth individuals, and employee benefits support for businesses. The team often works with business owners and entrepreneurs, building diversified asset-allocation portfolios using ETFs, mutual funds, and fixed income. Custody is commonly held at Charles Schwab.
Reported data analysis
What the numbers show
Between November 7, 2025 and July 27, 2026, reported AUM increased 13.9%, from $1.9B to $2.2B.
Across 5 reported observations, AUM increased 60.6% between October 3, 2022 and July 27, 2026, from $1.4B to $2.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 18 advisory representatives and 1,110 clients, or 61.7 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Nadler Financial Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL AARON NADLER
Chief Compliance Officer, Owner, President
- CRD
- #2417538
- Ownership
- 75% or more
MARGARET SUZANNE DI GIULIO
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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Alan Robert Chambers
Senior Wealth Manager
- CRD
- #7351280
William Paul Clark
Wealth Manager
- CRD
- #6677917
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,184,933,190 | $680,241 |
| Non-Discretionary | $0 | -- |
| Total | $2,184,933,190 | $680,241 |
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Separately Managed Accounts
SMA allocation detail is available
Nadler Financial Group, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Nadler Financial Group, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.