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Northwest Financial Advisors LLC

● SEC registered since 2013CRD 166769SEC# 801-77994Herndon, VA
Export (members)
Reg. AUM
$1.24B
Employees
37
Accounts
2,756
Location
Herndon, VA

Northwest Financial Advisors LLC assets under management

Northwest Financial Advisors LLC is an investment advisory firm registered with the SEC based in Herndon, VA. The firm has been registered since 2013. It reports $1.2 billion in regulatory assets under management and employs 37 people.
rtholden.nwfllc.comView on SEC.gov ↗

Northwest Financial Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Kevin Duane Fisher ControlCeo/Executive RepUnder 5%2013
Nicole Evette Davis ControlChief Compliance OfficerUnder 5%2016
Nw Capital Management LLC ControlMemberOver 75%2013
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Frequently asked questions

How much does Northwest Financial Advisors LLC manage?

Northwest Financial Advisors LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Northwest Financial Advisors LLC have?

Northwest Financial Advisors LLC reports 37 employees.

Where is Northwest Financial Advisors LLC located?

Northwest Financial Advisors LLC is based in Herndon, VA and has been SEC-registered since 2013.

Does Northwest Financial Advisors LLC disclose fund performance?

Northwest Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Spring Street, Suite 120, Herndon, VA 20170
Phone703-810-1072
Fax703-810-1079
Office hours8:30a.m. - 4:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.24B▼ 35%
Mar '25 — $1.92BApr '25 — $1.92BMay '25 — $1.92BJun '25 — $1.92BJul '25 — $1.92BAug '25 — $1.92BSep '25 — $1.92BOct '25 — $1.92BNov '25 — $1.92BDec '25 — $1.92BJan '26 — $1.92BFeb '26 — $1.92BMar '26 — $1.24BApr '26 — $1.24BMay '26 — $1.24BJun '26 — $1.24B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers

Assets under management

$1.24Bregulatory AUM
Discretionary $1.24B