$2.2B Total AUM
$2.2B Disc. AUM
14.9% 3Y CAGR
28 Employees
1,110 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon catalystFrontier radial
- Established Date
- 08-12-1998
- Office Locations
- 1
Office Locations
750 Estate Drive Suite 110 Deerfield IL
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.
Team overview
45 AVG AGE
$121.4M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
6.9 yrs AVG TENURE
28 Employees
18 Advisory Reps
15 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Matrix element Optima horizon Alpha Optima Meridian vector Signal pathway
Client Personas
Meridian Insight meridian
Custodian
Vital foundation Fusion matrix Fusion ember Signal
Investment Themes
Meridian zenith Ridge
Investment Vehicles
North peak Atlas north
Services
North harbor North optima Unison unison Ridge eagle Bridge Unison Harbor Prime
Technology
Bridge momentum Summit signal
Owner & Executives
M
MICHAEL AARON NADLER
Chief Compliance Officer, Owner, President
- CRD
- #2417538
- Ownership
- 75% or more
(401) 341-3256
optima.north@radialcapital.com
in linkedin.com/in/timber-wave
M
MARGARET SUZANNE DI GIULIO
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
(345) 703-4556
vector.eagle@meridiancapital.com
in linkedin.com/in/fusion-eagle
M
Momentum legacy
Signal pioneer
- CRD
- #70167
- Ownership
- 36.5%
(837) 983-2020
foundation.ridge@wavecapital.com
in linkedin.com/in/horizon-capital
Showing 2 of 7 owners & executives
Unlock allContacts
Alan Robert Chambers
--
- CRD
- #7351280
(864) 925-1505
pioneer.insight@momentumcapital.com
in linkedin.com/in/pathway-north
William Paul Clark
--
- CRD
- #6677917
(477) 962-1931
eagle.wave@beaconcapital.com
in linkedin.com/in/wave-oak
S
Summit frontier
Crest wave
- CRD
- #76884
(607) 450-7852
catalyst.momentum@glaciercapital.com
in linkedin.com/in/optima-ridge
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $2,184,933,190
Public Funds:
30.3% Equity - Exchange:
21.3% Cash:
40.5% U.S. Government/Agency:
7.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $172,345,789 | 30.3% |
| Equity - Exchange | $121,153,971 | 21.3% |
| Cash | $230,363,184 | 40.5% |
| U.S. Government/Agency | $44,935,040 | 7.9% |
| Total | $568,797,984 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH DELTA EAGLE | MATRIX UNISON | C7S6PLTD0 | XAC | 12.41% | $10,864,818 |
| QUANTUM SIGNAL OPTIMA | BEACON OAK | 1XCOBVJH1 | KTM | 11.87% | $109,327,253 |
| EMBER ALPHA SIGNAL | HARBOR EAGLE | 3ZW115ZJW | RNWP | 2.78% | $50,870,595 |
| WAVE VECTOR | ELEMENT VITAL | X5QQSE1NT | DPMTF | 2.63% | $22,050,078 |
| SIGNAL WAVE | BEACON VITAL | RLV3IH3XV | OLD | 8.18% | $100,264,681 |
| FOUNDATION ELEMENT ALPHA | BRIDGE CREST | 3W8A1QUMU | DQBXL | 10.08% | $65,630,204 |
| CATALYST INSIGHT | BEACON ZENITH | GOTX799RG | BUGNA | 6.07% | $61,566,824 |
| VECTOR VECTOR CREST | SIGNAL EAGLE | K4L2O96GR | MQA | 3.80% | $107,482,808 |