NORTHWEST FINANCIAL ADVISORS LLC
CRD #166769 SEC #801-77994 HERNDON, VA 703-810-1072
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
41
Clients
10
Accounts
3,896
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.9B | $1.9B | $0 | 41 | 527 |
| Mar 2024 | $1.7B | $1.7B | $0 | 37 | 340 |
| Mar 2023 | $1.4B | $1.4B | $0 | 33 | 315 |
| Mar 2022 | $1.7B | $1.7B | $1.7M | 33 | 237 |
| Mar 2021 | $1.4B | $1.4B | $1M | 31 | 247 |
| Aug 2020 | $1.3B | $1.3B | $693.2K | 31 | 0 |
| Jun 2020 | $1.3B | $1.3B | $693.2K | 31 | 0 |
| Apr 2020 | $1.3B | $1.3B | $693.2K | 31 | 0 |
| Mar 2020 | $1.3B | $1.3B | $693.2K | 31 | 0 |
| Mar 2019 | $983.9M | $983.5M | $395.2K | 15 | 0 |
| Apr 2018 | $1B | $1B | $327.4K | 16 | 0 |
| Mar 2018 | $1B | $1B | $327.4K | 16 | 0 |
| Oct 2017 | $947.1M | $947.1M | $0 | 26 | 0 |
| Jul 2017 | $833.8M | $833.8M | $0 | 26 | 2,700 |
| Mar 2017 | $833.8M | $833.8M | $0 | 26 | 2,700 |
| Feb 2017 | $833.8M | $833.8M | $0 | 26 | 2,700 |
| Jan 2017 | $833.8M | $833.8M | $0 | 26 | 2,700 |
| Aug 2016 | $758.1M | $758.1M | $0 | 23 | 1,900 |
| Apr 2016 | $758.1M | $758.1M | $0 | 23 | 1,900 |
| Mar 2016 | $758.1M | $758.1M | $0 | 23 | 1,900 |
| May 2015 | $785.3M | $785.3M | $0 | 20 | 1,900 |
| Mar 2015 | $785.3M | $785.3M | $0 | 20 | 1,900 |
| May 2014 | $650.1M | $650.1M | $0 | 16 | 1,600 |
| Mar 2014 | $650.1M | $650.1M | $0 | 16 | 1,600 |
| Feb 2014 | $535M | $535M | $0 | 16 | 0 |
| Feb 2014 | $535M | $535M | $0 | 16 | 0 |
| Oct 2013 | $535M | $535M | $0 | 16 | 0 |
| Sep 2013 | $535M | $535M | $0 | 16 | 0 |
| Apr 2013 | $0 | $0 | $0 | 17 | 0 |
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees41
Clients527
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees37
Clients340
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees33
Clients315
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$1.7M
Employees33
Clients237
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1M
Employees31
Clients247
DateAug 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$693.2K
Employees31
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$693.2K
Employees31
Clients0
DateApr 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$693.2K
Employees31
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$693.2K
Employees31
Clients0
DateMar 2019
Total AUM$983.9M
Discretionary$983.5M
Non-Disc.$395.2K
Employees15
Clients0
DateApr 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$327.4K
Employees16
Clients0
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$327.4K
Employees16
Clients0
DateOct 2017
Total AUM$947.1M
Discretionary$947.1M
Non-Disc.$0
Employees26
Clients0
DateJul 2017
Total AUM$833.8M
Discretionary$833.8M
Non-Disc.$0
Employees26
Clients2,700
DateMar 2017
Total AUM$833.8M
Discretionary$833.8M
Non-Disc.$0
Employees26
Clients2,700
DateFeb 2017
Total AUM$833.8M
Discretionary$833.8M
Non-Disc.$0
Employees26
Clients2,700
DateJan 2017
Total AUM$833.8M
Discretionary$833.8M
Non-Disc.$0
Employees26
Clients2,700
DateAug 2016
Total AUM$758.1M
Discretionary$758.1M
Non-Disc.$0
Employees23
Clients1,900
DateApr 2016
Total AUM$758.1M
Discretionary$758.1M
Non-Disc.$0
Employees23
Clients1,900
DateMar 2016
Total AUM$758.1M
Discretionary$758.1M
Non-Disc.$0
Employees23
Clients1,900
DateMay 2015
Total AUM$785.3M
Discretionary$785.3M
Non-Disc.$0
Employees20
Clients1,900
DateMar 2015
Total AUM$785.3M
Discretionary$785.3M
Non-Disc.$0
Employees20
Clients1,900
DateMay 2014
Total AUM$650.1M
Discretionary$650.1M
Non-Disc.$0
Employees16
Clients1,600
DateMar 2014
Total AUM$650.1M
Discretionary$650.1M
Non-Disc.$0
Employees16
Clients1,600
DateFeb 2014
Total AUM$535M
Discretionary$535M
Non-Disc.$0
Employees16
Clients0
DateFeb 2014
Total AUM$535M
Discretionary$535M
Non-Disc.$0
Employees16
Clients0
DateOct 2013
Total AUM$535M
Discretionary$535M
Non-Disc.$0
Employees16
Clients0
DateSep 2013
Total AUM$535M
Discretionary$535M
Non-Disc.$0
Employees16
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0