LOS ANGELES, CACRD 110410Latest ADV March 31, 2026
Nwf Advisory Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 31, 2026, reports $6.4B in regulatory assets under management, 111 employee, 38 offices, and 18,868 accounts.
Assets Under Management
$6.4B
Employees
111
Offices
38 offices
Total Clients
11,433
Primary office
LOS ANGELES, CA
11835 W OLYMPIC BLVD, STE 1155 E., LOS ANGELES, CA, United States
Top client segmentIndividuals represent 97.3% of total clients.
Top client categories% of clientsClients
1
Individuals
97.3%
11,130
2
HNWI
2.7%
303
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.4Bas of March 31, 2026
Discretionary59.0%
$3.8B
59% of total RAUM59.0%
Non-discretionary41.0%
$2.6B
41% of total RAUM41.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.4B
Total Accounts18,868
10Y AUM Change+$6.0B (+1284.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees111
Clients per Employee103:1
10Y Employee Change+82 (+282.8%)
* 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.