#Forbes #Wealth Management #Northwestern Mutual

Northwestern Mutual Achieves Record Recognition

Northwestern Mutual recently achieved a phenomenal milestone by having 230 of its financial planning teams acknowledged in the prestigious 2026 Top Wealth Management Teams Best-in-State list published by Forbes. This marks an impressive 32% increase from the previous year, showcasing the company's continued growth and excellence in the wealth management sector.

This coveted list is crafted in collaboration with SHOOK Research, which evaluates financial teams across various key performance metrics. These metrics include total revenue, team size, assets under management, and other quantitative factors. Additionally, qualitative factors such as in-person interviews, service models, and the expertise of advisors are taken into account. By assessing these elements, Forbes ensures a comprehensive evaluation of what it takes to be a leader in the wealth management industry.

John Roberts, Northwestern Mutual's chief field officer, expressed pride over this record achievement, emphasizing the dedication and empathy demonstrated by the company's financial advisors. “We are immensely proud to see a record number of our financial advisors recognized by Forbes – a testament to their expertise, empathy, and dedication to clients,” Roberts stated. He further highlighted the pivotal role these advisors play in securing and strengthening the financial futures of Americans. By offering a holistic suite of sophisticated investment solutions alongside world-class insurance products, Northwestern Mutual positions itself as a key player in the competitive financial landscape.

The recognition comes as no surprise to those familiar with Northwestern Mutual’s ethos. The company has a long history of excellence, having been helping individuals and businesses achieve financial security for over 165 years. Their comprehensive planning approach integrates the expertise of financial professionals with cutting-edge digital experiences and industry-leading products.

Over the past year, more than 800 financial professionals from Northwestern Mutual gained recognition on various prestigious lists by Forbes and Barron's. This growing number speaks volumes about the company’s commitment to a client-centric approach that focuses on delivering consistent results and building lasting relationships.

About Northwestern Mutual

Northwestern Mutual's achievements are not limited to the recent Forbes accolade. With nearly $700 billion in assets under management, the company generated substantial revenues of over $38 billion and provided life insurance protection worth almost $2.4 trillion. They serve more than five million individuals with products that include life insurance, disability income, long-term care insurance, and various investment services.

Ranked 109 on the 2025 FORTUNE® 500 list, Northwestern Mutual has also been recognized as one of the