#USA #Milwaukee #Northwestern Mutual #Financial Advisor #CFP

Northwestern Mutual Secures Top 10 Spot Among Independent Broker-Dealers

In a significant accomplishment, Northwestern Mutual has earned a spot among the top independent broker-dealers within the United States, securing 6th place in the latest Financial Advisor Magazine rankings for 2025. This recognition underscores the company's strong reputation and effectiveness in the highly competitive financial services industry.

Consistent Recognition Over The Years

For over a decade, Northwestern Mutual has consistently been featured in the top 10 of this prestigious list, which evaluates firms based on their gross revenue. John Roberts, the Chief Field Officer at Northwestern Mutual, expressed gratitude for the continued recognition and emphasized that their value proposition resonates well with the American public.

"We’re honored that Financial Advisor continues to recognize Northwestern Mutual as one of the nation’s leading independent broker-dealers,” said Roberts. “Our focus remains on delivering customized planning and peace of mind that our clients need to achieve greater financial security.”

Growing Investment Client Assets

By the end of 2024, the wealth management segment of Northwestern Mutual reached an impressive $335 billion in investment client assets—a remarkable 19% increase from the previous year. This growth reflects the increasing trust clients are placing in the firm's offerings and its dedicated team of advisors.

With more than 22,000 advisors and team members nationwide, Northwestern Mutual is well-equipped to serve a broad client base. The company distinguishes itself through its integrated approach to financial planning, aligning world-class insurance products with investments and annuities.

Commitment to Excellence

In 2024, over 250 advisors from Northwestern Mutual achieved the Certified Financial Planner (CFP®) professional designation, a mark of excellence that is highly regarded in the financial advice industry. This commitment to professional development is complemented by the recognition received by nearly 175 advisory firms under its umbrella, which were honored in Forbes’ Best-in-State list of Top Wealth Management Teams for 2025. Additionally, 14 advisors secured spots on Forbes' Top Women Wealth Advisors Best-in-State list.

A Legacy of Financial Security

With over 165 years of experience, Northwestern Mutual has been a cornerstone in helping both individuals and businesses achieve their financial goals. The firm’s extensive offerings include life and disability insurance, annuities, and a variety of investment services. Currently managing about $700 billion in assets—including institutional and retail investment client portfolios—Northwestern Mutual significantly contributes to building financial security for over five million clients.

The company reported nearly $38 billion in revenues and maintains approximately $2.4 trillion in life insurance protection currently in force. Its commitment to excellence has also led it to be ranked 110 on the 2024 Fortune 500 list and recognized as one of the World's Most Admired life insurance companies by Fortune in 2025.

As Northwestern Mutual continues its mission of offering comprehensive financial planning through innovative solutions and an array of distinguished products, the firm reaffirms its position as a trusted partner for its clients, promising to deliver results-oriented financial strategies designed for lasting success.

Conclusion

The recognition by Financial Advisor Magazine not only highlights Northwestern Mutual's established track record but also signals potential for continued growth and success in the future. With a solid foundation, highly qualified professionals, and an unwavering commitment to client satisfaction, Northwestern Mutual is poised to lead the financial services sector for years to come.