# NORTH FORK FINANCIAL, LLC

NORTH FORK FINANCIAL, LLC is a RIA based in Bozeman, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bozeman, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** https://northforkfinancial.com

## Regulatory record

- **CRD number:** 316152
- **SEC file number:** 801-122205
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316152

## About

NorthFork Advisors is an independent fiduciary wealth management firm in Bozeman, Montana serving clients across the country. They provide integrated financial planning and investment management with a focus on impact and ESG investing. They are a registered B-Corp and fee-only advisors legally obligated to act in clients' best interests.

## People

- Sarah Fitzgerald — CFP® — Partner and Advisor
- Wes Shifrin — CFA — Partner and Advisor
- Bill Stoddart — Founder (no longer active; internal resource and thought partner)

## Related profiles

- [Global Investment Capital LLC](https://altss.com/profile/global-investment-capital-llc)
- [ODINSON PARTNERS, LLC](https://altss.com/profile/odinson-partners-llc)

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Last updated: 2026-08-11T15:07:34.613Z

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