RIA Intel›Advisers›Pennsylvania›NORTHWEST ADVISORS, INC.

NORTHWEST ADVISORS, INC.

Advisory

N·WARREN, PA

Data as of Mar 27, 2018 · Source: SEC Form ADV

Total AUM

$362M

1-Year AUM Growth

-1.6%

3-Year CAGR

+0.8%

Employees

22

Assets Under Management

Total AUM$362M

Discretionary AUM$350M

Non-Discretionary AUM$12M

Discretionary %96.6%

Total Clients—

Team

Total Employees22

Investment Advisers22

Employee Growth (1Y)—

Filing History

Total Filings on Record12

First FilingNov 15, 2013

Latest FilingMar 27, 2018

🔒 Full AUM trend chart and 12 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NORTHWEST ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.