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About Us


Our Firm

For more than 30 years, North Ridge has been a leader in financial services, serving our family of financial advisors and their clients nationwide. With our vast experience and service-oriented heritage, we're equipping independent financial advisors to serve their clients in ways that put their best interests first. Our team of dedicated professionals help advisors focus on providing best-in-class financial advice, service, and planning for all stages of life.

We are committed to the independence of our advisors and the clients they serve. We understand that designing and implementing a plan requires patience and an understanding of an individual’s specific and unique goals. North Ridge advisors have the agency to do what's best for the people they serve and they can trust we don't get in the way. Unlike many other institutions, our advisors are not incentivized to select particular products or product types. We don't utilize sales goals or targets. As a result, we have empowered our financial advisors to provide only objective advice that benefits their clients through all of life’s challenges.

Simply put, for nearly 30 years the dedicated professionals of North Ridge have followed one guiding principle: We succeed when you succeed. We have been and always will be committed to working tirelessly, day in and day out, to help you pursue your goals.

Core Values

Knowledge

Integrity

Partnership

Dedication

Meet the Team

Our Financial Partners

Cetera Advisor Networks

Cetera Advisor Networks

Cetera Advisor Networks is part of the family of independently managed firms of Cetera Financial Group (Cetera). For the past 30 years. Cetera's family of companies has grown to manage over $110 billion in client assets, delivering advisory products and solutions and sophisticated trading and technology platforms to us and advisors across all 50 states. You can be confident that their tools, technology, and support help make us more effective in our relationship with you.

Pershing

Pershing

Pershing is a subsidiary of the Bank of New York Corporation, which is the nation's oldest continuously operating bank and one of the world's leading providers of securities services. both Pershing and Cetera have to meet certain net capital requirements and are subject to regular audits, both internally and by independent firms, to help ensure the appropriate handling, segregation, and protection of investors' assets. 

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA/SIPC.