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Northwestern Mutual's Remarkable Achievement on Forbes List

Northwestern Mutual has achieved a significant milestone, with 230 of its financial advisors being recognized in the 2025 Forbes Top Wealth Advisors and Best-in-State list, marking the company's highest recognition to date. This accolade reflects the dedication and expertise that Northwestern Mutual advisors demonstrate in wealth management and financial planning. As John Roberts, the chief field officer for the company, articulated, this success is a testament to the advisors' ability to harmonize investments with top-tier insurance solutions to deliver lasting benefits to their clients.

The Forbes Top Wealth Advisors list is compiled by SHOOK Research, employing a rigorous algorithm that balances qualitative and quantitative data. Through extensive interviews—conducted via phone, virtually, and in-person—the algorithm assesses factors such as service models, compliance records, and industry experience, ultimately honoring those advisors who set the standard for client engagement and industry best practices.

With over 8,000 advisors under its wings, Northwestern Mutual emphasizes continuous growth and development. The company equips its advisors with cutting-edge tools and educational resources necessary for advancing their practices. The firm’s commitment to adapting to the evolving landscape of wealth management ensures that its advisors remain adept at meeting the needs of more than five million Americans, paving the way for future generations.

A Comprehensive Approach to Financial Security

For over 165 years, Northwestern Mutual has consistently focused on helping individuals and businesses achieve their financial goals through a comprehensive planning approach. By blending the expertise of its financial professionals with innovative digital solutions and leading products, the company aids clients in navigating what matters most in financial security.

With approximately $700 billion in total assets managed, Northwestern Mutual's impressive portfolio showcases the breadth of its capabilities. The firm generates close to $38 billion in revenue and provides nearly $2.4 trillion in life insurance protection for its clients. This holistic service offering includes life, disability income, and long-term care insurance, fortifying the firm’s role in safeguarding clients' futures.

In addition to its financial achievements, Northwestern Mutual recently earned the 110th spot on the 2024 FORTUNE® 500 and received accolades as one of the “World's Most Admired” life insurance companies for 2025. These recognitions underscore Northwestern Mutual’s long-standing tradition of excellence and commitment to client-centric solutions.

The Future of Financial Planning

As the financial landscape evolves, so does the role of financial planners. Northwestern Mutual's advisors are equipped to anticipate changes and provide innovative solutions that ensure their clients not only achieve financial security but also prosper in an increasingly unpredictable economy. By focusing on meaningful relationships and informed advice, these advisors contribute significantly to the financial wellness of their clients.

As Northwestern Mutual looks ahead, the firm continues to inspire confidence and trust among its clients, ensuring that they are not just prepared for the now, but also for whatever the future may hold. The remarkable achievement of 230 advisors being listed in Forbes is a proud moment for Northwestern Mutual, reflecting the hard work and dedication of its team and the deep impact they make in their clients' financial journeys.

For individuals seeking expert financial guidance, the recognition of these advisors highlights the value of working with trusted professionals who are well-equipped to help build a secure financial future.