Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jared F

Series 65

Huntington Beach, CA

Northwest Asset Management

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Retirement income strategy Wealth management Active portfolio management Founder/Business Owner
user avatar
firm logo

Gabriella S

CFP®, Series 66

Huntington Beach, CA

Northwest Asset Management

Gabriella Sheffield is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Northwest Asset Management since 2018. Prior to joining Northwest, she worked at Advanced Practice Advisors, LLC for two years. Northwest Asset Management serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, offering customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services.

Retirement income strategy Wealth management Active portfolio management Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)