Northwest Financial Advisors LLC

RIASEC RegisteredEst. 2013

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$451K

Accounts

2,756

Employees

Advisory reps

Firm details

Headquarters: Herndon, Virginia
CRD number: 166769
Registered since: June 3, 2013
Website: www.nwfllc.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI52.74%
Individuals44.66%
Corporations / Businesses2.14%
Charitable Organizations0.28%
Pension & Profit Sharing Plans0.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Northwest Financial Advisors LLC is an SEC-registered limited liability advisory firm that provides financial planning and portfolio management for individuals, small businesses, and institutions. The firm charges fees based on a percentage of assets under management and also offers hourly billing for certain services. Its advisory scope includes pension consulting and educational seminars in addition to standard wealth management. Northwest reports it is not an active ESG investor and is not registered as a multi-state adviser. The firm maintains a mixed client base of individual and family clients alongside institutional relationships. Its business relationships extend into brokerage, banking, accounting, legal, and insurance channels, suggesting cross-disciplinary referral and service connections.