Northwest Financial Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Herndon, VA. Its latest Form ADV filing, dated March 30, 2026, reports $1.2B in regulatory assets under management, 37 employees, 11 offices, and 2,756 accounts.
Assets Under Management
$1.2B
Employees
37
Offices
11 offices
Total Clients
1,915
Primary office
HERNDON, VA
200 SPRING STREET, SUITE 120, HERNDON, VA, United States
Top client segmentIndividuals represent 82.6% of total clients.
Top client categories% of clientsClients
1
Individuals
82.6%
1,582
2
HNWI
17.0%
326
3
Charitable
0.2%
4
4
Corporations
0.1%
2
5
Pension Plans
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 30, 2026
Discretionary100.0%
$1.2B
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.
Total AUM$1.2B
Total Accounts2,756
10Y AUM Change+$410M (+49.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees37
Clients per Employee52:1
10Y Employee Change+11 (+42.3%)
* 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.