Northwest Advisors, Inc.

Northwest Advisors, Inc. (CRD# 154032) is a financial advisory firm headquartered in Warren, PA. They manage $360,600,000 in 2,694 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    361
    MILLION
  • Total Number of Accounts
    2,694
    ACCOUNTS
  • Average Account Value
    $133,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MD, ME, NY, OH, PA, SC, TX, VA

Financial Advisors at Northwest Advisors, Inc.
Showing 1 - 10 of 36 top financial advisors.
1
Jeffrey W. Evans
CRD#: 202975
4740 Peach Street, Erie, PA 16509
96
Wealthminder
score

Jeffrey Evans (CRD# 202975) is an Investment Advisor Representative working at Northwest Advisors, Inc. in Erie, PA and has over 32 years of experience in the finance industry. Jeffrey Evans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William M. Guthrie
CRD#: 1803544
100 Liberty Street, Warren, PA 16365
96
Wealthminder
score

William Guthrie (CRD# 1803544) is an Investment Advisor Representative working at Northwest Advisors, Inc. in Warren, PA and has over 28 years of experience in the finance industry. William Guthrie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jeffrey M. Hutchison
CRD#: 1092908
1048 East Main Street, Palmyra, PA 17078
96
Wealthminder
score

Jeffrey Hutchison (CRD# 1092908) is an Investment Advisor Representative working at Northwest Advisors, Inc. in Palmyra, PA and has over 16 years of experience in the finance industry. Jeffrey Hutchison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Doreen L. Koleno
CRD#: 3089437
204 West Beaver Avenue, State College, PA 16801
96
Wealthminder
score

Doreen Koleno (CRD# 3089437) is an Investment Advisor Representative working at Northwest Advisors, Inc. in State College, PA and has over 13 years of experience in the finance industry.

5
Brian S. Liptak
CRD#: 2744902
125 Emeryville Drive, Suite 100, Cranberry Township, PA 16066
96
Wealthminder
score

Brian Liptak (CRD# 2744902) is an Investment Advisor Representative working at Northwest Advisors, Inc. in Cranberry Township, PA and has over 20 years of experience in the finance industry. Brian Liptak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jere C. Wise
CRD#: 2934207
2220 South Queen Street, York, PA 17402
96
Wealthminder
score

Jere Wise (CRD# 2934207) is an Investment Advisor Representative working at Northwest Advisors, Inc. in York, PA and has over 18 years of experience in the finance industry. Jere Wise has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Ellen Beth Allison
CRD#: 4929963
1030 State Street, Erie, PA 16501
93
Wealthminder
score

Ellen Beth Allison (CRD# 4929963) is an Investment Advisor Representative working at Northwest Advisors, Inc. in Erie, PA and has over 11 years of experience in the finance industry.

8
Barbara A. Cummings
CRD#: 3068353
33 Main Street, Bradford, PA 16701
93
Wealthminder
score

Barbara Cummings (CRD# 3068353) is an Investment Advisor Representative working at Northwest Advisors, Inc. in Bradford, PA and has over 18 years of experience in the finance industry.

9
Mark G. Dorney
CRD#: 1300696
1101 Maiden Choice Lane, Baltimore, MD 21229
93
Wealthminder
score

Mark Dorney (CRD# 1300696) is an Investment Advisor Representative working at Northwest Advisors, Inc. in Baltimore, MD and has over 32 years of experience in the finance industry.

10
Drew A. Ecklund
CRD#: 4905949
429 Washington Avenue, Suite 3, Bridgeville, PA 15017
93
Wealthminder
score

Drew Ecklund (CRD# 4905949) is an Investment Advisor Representative working at Northwest Advisors, Inc. in Bridgeville, PA and has over 11 years of experience in the finance industry.

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