Client Focus

At Northwest Asset Management, we put our clients' interest first. We've developed a reputation for our attention to detail and client-centric investment process. By assessing long term goals and risk tolerance, our advisors provide a personalized experience to each client. The breadth of our back office allows our advisors to focus on client relationships and new opportunities.


Locations Nationwide



Year Founded

Advisors Average Years of Experience

Our Unique Approach

Northwest Asset Management provides a wide array of customized consulting services which may vary greatly in depth and scope, and may be offered in a variety of different situations or circumstances that relate to your financial picture. We may consult with you regarding topics that are not covered under our general financial planning services or may not rise to the level of financial planning in the extent of data‐gathering and breadth of recommendations. We may consult on an isolated area(s) of concern or review of an outside investment account.

"Northwest Asset Management is a comprehensive  private  wealth management firm. We provide our advisors with support and infrastructure to meet their clients’ needs."

RIA Innovations

Our People

Click on a name below for more information.




Work With Us

Search our Careers tab for a list of open positions at our firm. We welcome you to apply for any position that interests you. 

To apply, please complete the following:

  • Download the Application under the Careers tab.

  • Fill out the application in its entirety. You will be asked to provide current and accurate information pertaining to your work experience, education, and other information.

  • Attach your resume to the application. 

  • Upload the Application and your resume using the link provided in the Careers tab. This link is secure and confidential. 

  • The hiring manager will review your Application and resume. Should your background match our hiring needs, the hiring manager will reach out to you for an initial phone screening. 

Northwest Asset Management provides equal employment opportunity to all qualified persons and does not unlawfully discriminate against any person on the basis of race, color, creed, religion, sex, national origin, age, disability, martial or veteran status, sexual orientation, or any other legally protected status.

All applications should be uploaded using this link


Client Portals

Click on a link below to be redirected. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.



Branch Locations

Northwest Asset Management


2835 82nd Ave SE, Suite 300 
Mercer Island, WA 98040
Main: 206.838.3680

Toll Free888.811.9095
Fax: 206.838.3681

Northwest Asset Management

(Gig Harbor Mailing Address)

PO Box 2089

Gig Harbor, WA 98335
Main: 253.358.7920

Toll Free855.259.1223
Fax: 855.824.7464


Northwest Asset Management

131-A Stony Circle, Suite 500
Santa Rosa, CA 95401
Main: 707.921.1041

Toll Free888.972.0813
Fax: 866.613.5122

127 Bridge Avenue East, Suite 220

Delano, MN 55328
Main: 763.515.0206

4015 South McClintock Dr. Suite 105
Tempe, AZ 85282

Main: 480.897.7708


Northwest Asset Management

(Acorn & Oak Wealth Group)

Raleigh, NC
Main: 919.578.2609

Northwest Asset Management

(The Aldridge Group)

700 Louisiana St., 48th Floor
Houston, TX 77002
Main: 713.673.8393

Northwest Asset Management

(Surfside Capital Group)

2124 Main Street, #195

Huntington Beach, CA 92648

Main: 714.340.5720
Fax: 714.536.3210


Northwest Asset Management

(Clearwater Wealth Management)

7090 Atascadero Avenue
Atascadero, CA 93422
Main: 805.409.7672

Northwest Asset Management

(Radial Wealth)

San Diego, CA
Main: 714.815.7197


Northwest Asset Management

(Shared Vision Wealth Group)

San Diego, CA
Main: 760.349.1750

Northwest Asset Management

(Landry Financial Group)

29034 216th Ave SE, Suite A

Black Diamond, WA 98010

Main: 206.412.9077

Northwest Asset Management

(Ultra Advisory Group)

19800 MacArthur Boulevard, Suite 300

Irvine, CA 92612

Main: 949.257.2989

Northwest Asset Management

(Dynamic Capital Group)

246 W. Hancock Avenue

Athens, GA 30601

Main: 833.830.4070


NWAM, LLC dba Northwest Asset Management is an SEC Registered Investment Adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.