INDIANAPOLIS, INCRD 106805Latest ADV March 18, 2026
Northwest Financial Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 18, 2026, reports $635M in regulatory assets under management, 11 employee, and 377 accounts.
Assets Under Management
$635M
Employees
11
Offices
--
Total Clients
377
Primary office
INDIANAPOLIS, IN
9333 N MERIDIAN ST, STE 300, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.2% of total clients.
Top client categories% of clientsClients
1
Individuals
55.2%
208
2
HNWI
44.8%
169
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$635Mas of March 18, 2026
Discretionary100.0%
$635M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$635M
Total Accounts377
10Y AUM Change+$364M (+134.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee34:1
10Y Employee Change+1 (+10.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.