Northwest Financial Advisors LLC

Northwest Financial Advisors LLC (CRD# 166769) is a financial advisory firm headquartered in Herndon, VA. They manage $947,140,616 in 2,828 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    947
    MILLION
  • Total Number of Accounts
    2,828
    ACCOUNTS
  • Average Account Value
    $334,915
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
  • 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, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, NC, NH, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV

Financial Advisors at Northwest Financial Advisors LLC
Showing 1 - 10 of 18 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 10 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
Ruthellen R. Adsit
CRD#: 6186042
200 Spring Street, Suite 120, Herndon, VA 20170
93
Wealthminder
score

Ruthellen Adsit (CRD# 6186042) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 4 years of experience in the finance industry. Ruthellen Adsit 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.

5
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 8 years of experience in the finance industry.

6
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.

7
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 11 years of experience in the finance industry.

8
Richard T. Holden
CRD#: 1653850
200 Spring Street, Suite 120, Herndon, VA 20170
93
Wealthminder
score

Richard Holden (CRD# 1653850) 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.

9
Victoria I. Ross
CRD#: 5169498
200 Spring Street, Suite 120, Herndon, VA 20170
93
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.

10
Justin L. Valadez
CRD#: 5858600
200 Spring Street, Suite 120, Herndon, VA 20170
93
Wealthminder
score

Justin Valadez (CRD# 5858600) 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.

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