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NORTHWEST FINANCIAL ADVISORS LLC
CRD 166769 · SEC 801-77994
200 SPRING STREET, SUITE 120, HERNDON, VA, 20170, United States
Phone
703-810-1072
Fax
703-810-1079
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.24B
Discretionary AUM
$1.24B
Team
37 total employees; 31 advisory reps; 607 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1582 | $555.6M |
| High net worth individuals | 326 | $656.1M |
| Pension/profit sharing plans | 1 | $2.2M |
| Charitable organizations | 4 | $3.4M |
| Corporations/business entities | 2 | $26.6M |
States served
AL, AZ, CA, CO, DE, DC, GA, IL, IN, LA, MD, MA, MN, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WV, WI, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD