A complete list of active advisors currently associated with Northern Lights Advisors, Inc.
Warmer can help you find a great advisor at Northern Lights Advisors, Inc. or one who fits your needs even better.
Northern Lights Advisors provides discretionary portfolio management, financial planning, and pension consulting to both individual investors and institutional clients, including retirement plans. The firm offers traditional adviser-managed accounts alongside a web-based automated portfolio management program that relies on client-supplied questionnaire inputs. Its approach mixes adviser-led discretionary management with proprietary model portfolios and automated rebalancing; clients in the web-based program grant the firm discretionary authority for automatic implementation based on the selected model. Northern Lights augments its investment process with third‑party technology and analytics, including Orion’s ASTRO tax-optimization tool and HiddenLevers stress‑testing, and executes through custodial platforms such as Schwab, Betterment for Advisors, and Interactive Brokers. Distinctive features relative to many peers include the explicit use of direct indexing strategies, assistance with securities-backed lines of credit, and the firm’s stated reliance on AI tools for analysis and meeting transcription (with an opt‑out option for clients). It also emphasizes pension consulting and participant education alongside its retail advisory work, and maintains account minimums and institutional fee arrangements that influence its client roster and service model.
To learn more about the advisors currently working at Northern Lights Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Seattle, WA
| 6
| |
Seattle, WA
| 13
| |
Seattle, WA
| 23
|
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