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NORTHWEST FINANCIAL ADVISORS LLC

CRD 166769File 801-77994
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.24B
Above cohort median (national)
Discretionary AUM
$1.24B
Clients
1,915
2,756 accounts
Employees
37
Top 25% of cohort in VA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Jun 3, 2013
Principal office
200 SPRING STREET, SUITE 120, HERNDON, VA, 20170
Phone
703-810-1072

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.24B
Discretionary AUM
$1.24B
Non-discretionary AUM
$0
Discretionary accounts
2,756
Non-discretionary accounts
0
Total accounts
2,756
AUM per client
$650K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$26.6M
Charitable organizationsFewer than 5$3.4M
High net worth individuals326$656.1M
Pension and profit sharing plansFewer than 5$2.2M
Individuals (other than high net worth individuals)1,582$555.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.