# NORTHWEST FINANCIAL ADVISORS LLC

NORTHWEST FINANCIAL ADVISORS LLC is a RIA based in Herndon, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Herndon, United States
- **Region:** North America
- **Address:** Portland, Oregon, United States
- **Founded:** 2003
- **Assets under management:** Under $1B (Altss estimate)
- **Website:** nwfinancialadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/nwfa

## Regulatory record

- **CRD number:** 166769
- **SEC file number:** 801-77994
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166769

## About

NORTHWEST FINANCIAL ADVISORS LLC is an SEC-registered investment adviser in HERNDON, VA, registered since 2013. The firm manages approximately $1.2 billion in assets. It has 37 employees and 31 investment advisers.

## Sectors

- Financial Services
- Wealth Management

## People

- Michael F. Jerram — President & CEO

## Questions

### Who runs investment decisions at Northwest Financial Advisors?

Michael F. Jerram serves as President and CEO and is the primary principal named in regulatory filings. He oversees the firm's investment and financial planning activities (per FINRA, 2024).

### Does Northwest Financial Advisors invest in direct private equity?

Public filings suggest the firm primarily allocates to publicly traded securities, mutual funds, and ETFs rather than direct private-market deals. No direct venture capital or private equity holdings are documented in available public records (per ADV filings, 2024).

### How is Northwest Financial Advisors related to other financial firms?

The firm operates independently with no disclosed parent company or related entities. It has no known affiliation with larger financial conglomerates or family-office networks such as Tiger 21 or R360.

## Related profiles

- [Tracker Research LLC](https://altss.com/profile/tracker-research-llc)
- [LCN Capital Management](https://altss.com/profile/lcn-capital-management-lp)

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Last updated: 2026-06-03T20:00:00.000Z

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