Northwest Financial Advisors LLC

Northwest Financial Advisors LLC (CRD# 166769) is a financial advisory firm headquartered in Herndon, VA. They manage $758,084,919 in 2,554 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    758
    MILLION
  • Total Number of Accounts
    2,554
    ACCOUNTS
  • Average Account Value
    $296,823
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AZ, CA, CO, DC, DE, FL, GA, HI, LA, MA, MD, NC, NH, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, WV

Financial Advisors at Northwest Financial Advisors LLC
Showing 1 - 10 of 16 top financial advisors.
1
Jonathan K. Adams
CRD#: 2371031
200 Spring Street, Suite 120, Herndon, VA 20170
96
Wealthminder
score

Jonathan Adams (CRD# 2371031) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 24 years of experience in the finance industry.

2
Scott T. Aune
CRD#: 3073289
200 Spring Street, Suite 120, Herndon, VA 20170
96
Wealthminder
score

Scott Aune (CRD# 3073289) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 19 years of experience in the finance industry. Scott Aune 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
Jerry E. Guido
CRD#: 5456403
200 Spring Street, Suite 120, Herndon, VA 20170
96
Wealthminder
score

Jerry Guido (CRD# 5456403) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 9 years of experience in the finance industry. Jerry Guido 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
Brian L. Cooper
CRD#: 5690542
200 Spring Street, Suite 120, Herndon, VA 20170
93
Wealthminder
score

Brian Cooper (CRD# 5690542) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 7 years of experience in the finance industry.

5
Kevin D. Fisher
CRD#: 3052088
200 Spring Street, Suite 120, Herndon, VA 20170
93
Wealthminder
score

Kevin Fisher (CRD# 3052088) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 19 years of experience in the finance industry.

6
Gregory E. Grinnell
CRD#: 5029764
525 Trimble Plaza, Leesburg, VA 20175
93
Wealthminder
score

Gregory Grinnell (CRD# 5029764) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Leesburg, VA and has over 10 years of experience in the finance industry.

7
Kevin S. Walrath
CRD#: 2225303
200 Spring Street, Suite 120, Herndon, VA 20170
93
Wealthminder
score

Kevin Walrath (CRD# 2225303) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 25 years of experience in the finance industry.

8
Victoria I. Ross
CRD#: 5169498
200 Spring Street, Suite 120, Herndon, VA 20170
90
Wealthminder
score

Victoria Ross (CRD# 5169498) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 5 years of experience in the finance industry.

9
Nicole E. Saunders
CRD#: 5282526
200 Spring Street, Suite 120, Herndon, VA 20170
90
Wealthminder
score

Nicole Saunders (CRD# 5282526) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has 1 year of experience in the finance industry.

10
Justin L. Valadez
CRD#: 5858600
200 Spring Street, Suite 120, Herndon, VA 20170
90
Wealthminder
score

Justin Valadez (CRD# 5858600) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 6 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.