Seventeen Northwestern Mutual advisors make Forbes’ top women wealth advisor lists

Timothy J. Gerend Chairman, President, and Chief Executive Officer at Northwestern Mutual
Timothy J. Gerend Chairman, President, and Chief Executive Officer at Northwestern Mutual - Northwestern Mutual
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Seventeen financial advisors from Northwestern Mutual have been named to Forbes’ 2026 Top Women Wealth Advisors and Best-in-State lists, marking a record for the company. This figure is nearly double the number of Northwestern Mutual advisors recognized since 2023.

The Forbes lists, developed in partnership with SHOOK Research, honor women financial advisors who demonstrate high standards in client service and ethics. Selection is based on factors such as assets under management, industry experience, compliance records, and community involvement.

John Roberts, chief field officer at Northwestern Mutual, commented on the recognition: “Congratulations to these outstanding financial advisors and their teams for all they’ve accomplished on behalf of their clients. These trusted and talented professionals are offering the kind of comprehensive financial planning that Americans are looking for – a personalized approach that helps people enjoy today, invest for tomorrow, and protect what they’ve already built.”

Northwestern Mutual states its commitment to developing knowledgeable and trustworthy advisors to help individuals navigate complex financial decisions. The company serves more than five million clients with various products including life insurance, disability income insurance, annuities, brokerage services, and advisory services. According to recent data from June 2025 used by Forbes in its evaluation process, Northwestern Mutual manages nearly $700 billion in total assets across both institutional portfolios and retail investment client portfolios.

The firm was ranked 109th on the 2025 FORTUNE 500 list and has also been recognized by FORTUNE as one of the “World’s Most Admired” life insurance companies in 2026.

Northwestern Mutual clarifies that not all its representatives are credentialed as advisors; only those with “Advisor” in their title or who disclose their status as an advisor of Northwestern Mutual Wealth Management Company provide investment advisory services.

Forbes’ rankings do not require payment for placement; however, Northwestern Mutual does pay marketing fees to promote these recognitions. The company notes that such accolades do not guarantee future investment performance.



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