Quick Facts
Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.
About Northwestern Mutual
Northwestern Mutual's broker-dealer is part of one of the largest U.S. mutual life insurers. The firm pairs investment advice with insurance planning and has ranked among the top 10 independent broker-dealers for more than a decade.
Services Offered
Northwestern Mutual advisors deliver comprehensive financial planning that combines brokerage and advisory investment accounts with life, disability income and long-term care insurance and annuities.
Leadership
Laila Valters (listed as chief executive by Financial Planning); John Roberts, Chief Field Officer.
Northwestern Mutual in the News
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March 25, 2026
The company said its gross revenue rose more than 15% in 2025 to nearly $3.5 billion and that it added a record 3,400+ new financial representatives during the year.
Source: Northwestern Mutual newsroom -
July 17, 2026
Northwestern Mutual plans to add more than 100 financial advisors in the Milwaukee area.
Source: Hoodline -
Aug. 11, 2026
42 Northwestern Mutual advisors were named to Forbes' 2026 Best-in-State Next-Gen Wealth Advisors list.
Source: Northwestern Mutual newsroom
Verify Northwestern Mutual on FINRA BrokerCheck
Before working with any advisor affiliated with Northwestern Mutual, review the firm's and the individual advisor's registration history and disclosures on FINRA BrokerCheck.