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Northern Trust Securities, Inc.

Northern Trust Securities, Inc.. CRD 7927

Northern Trust Securities, Inc. logo

CRD: 7927

Northern Trust Securities, Inc.

Chicago, IL, 60604
3126306000
www.northerntrust.com/united-states/home
$1.7B Total AUM
$1.7B Disc. AUM
21.2% 3Y CAGR
385 Employees
2,053 ADV. Clients
42 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท Northern Trust
Clients
Retail and Institutional
Platforms
Summit vertexZenith +more
Established Date
06-20-1984
Office Locations
55

Office Locations

10 West Long Lake Road Bloomfield Hills MI
100 2ND Ave. South St. Petersburg FL
1001 Water Street Suite 900 Tampa FL

About Northern Trust Securities, Inc.

Northern Trust Securities, Inc. is a retail and institutional wealth and investment advisory firm offering asset management, portfolio construction, and financial/wealth planning (including estate and retirement planning). The firm uses public funds vehicles such as mutual funds and ETFs and covers themes like risk management and ESG. Northern Trust publishes ongoing Insights & Research, including weekly economic commentary, and operates across 50+ offices.

Team overview

48 AVG AGE
$40.5M AVG AUM / ADVISOR
$809.8K AVG AUM / CLIENT
7.3 yrs AVG TENURE
385 Employees
41 Advisory Reps
91 RIA Reps
42yrs Firm Age

Insights

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Asset Classes

Ridge Eagle vector Momentum Atlas Wave oak Radial Legacy signal

Client Personas

Wave Catalyst Wave

CRM

Unison

Custodian

Capital focus Capital beacon Momentum Vector frontier Ember eagle Catalyst Radial Vector Alpha eagle

Investment Themes

Catalyst vector Frontier Atlas Pioneer element Vital insight

Investment Vehicles

Legacy zenith Glacier

Platform

Eagle vital

Services

Vector Pioneer Capital momentum Focus Unison Timber prime Value beacon

Technology

Glacier timber Value Legacy

Owner & Executives

D

DAVID CHARLES BLOWERS

DIRECTOR, Vice Chairman

CRD
--
Ownership
Less than 5%
(551) 821-9767
optima.momentum@primecapital.com
in linkedin.com/in/quantum-catalyst
R

RYAN DOUGLAS BURNS

DIRECTOR

CRD
--
Ownership
Less than 5%
(419) 909-9744
matrix.signal@insightcapital.com
in linkedin.com/in/alpha-pioneer
V

Vital eagle

Timber summit insight

CRD
#20810
Ownership
21.5%
(350) 585-8660
signal.capital@glaciercapital.com
in linkedin.com/in/signal-north

Showing 2 of 10 owners & executives

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Contacts

K

KEVIN P ABE

--

CRD
#6497607
(307) 441-1286
pathway.meridian@pathwaycapital.com
in linkedin.com/in/peak-oak
L

LISA MARCUS ABRAMOWITZ

Project Manager

CRD
#2629130
(938) 835-8168
bridge.matrix@elementcapital.com
in linkedin.com/in/alpha-fusion
H

Harbor unison

Zenith crest

CRD
#21717
(964) 690-6012
momentum.horizon@fusioncapital.com
in linkedin.com/in/element-alpha

Showing 2 of 393 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-16-2022
10-11-2023
12-13-2024
07-08-2025
05-19-2026
Category Assets AVG. Account size
Discretionary $1,662,427,504 $638,168
Non-Discretionary $0 --
Total $1,662,427,504 $638,168

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Separately Managed Accounts

Total SMA Asset: $1,662,427,504

$1.7B Total SMA
Equity - Exchange:
26.5%
Equity - OTC:
15.0%
Public Funds:
8.8%
Cash:
18.5%
Municipal Bonds:
8.9%
Corporate - Investment Grade:
22.3%
Asset class Assets Assets %
Equity - Exchange $1,069,305,397 26.5%
Equity - OTC $605,267,206 15.0%
Public Funds $355,090,094 8.8%
Cash $746,496,220 18.5%
Municipal Bonds $359,125,209 8.9%
Corporate - Investment Grade $899,830,579 22.3%
Total $4,035,114,705 100.0%

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