Leading the Industry: 763 Northwestern Mutual Advisors Recognized on 2025 Forbes Top Financial Security Professionals List
Milwaukee, July 10, 2025 — Northwestern Mutual proudly announced that a remarkable total of 763 of its financial advisors have been named to the prestigious Forbes America’s 2025 Top Financial Security Professionals and Best-in-State lists. This achievement marks a new high-water mark for the company, reflecting nearly an 18% increase over its 2024 recognition count.
The Forbes lists honor top-performing financial advisors at both the national and state level who excel in delivering comprehensive, holistic financial planning to their clients. Selection criteria include factors such as production and premiums, death benefits, assets under management, client persistency rates, and other relevant performance and client service metrics. Northwestern Mutual’s strong showing underscores the company’s continued leadership in financial advisory services.
John Roberts, Northwestern Mutual’s Chief Field Officer, emphasized the critical role the firm’s advisors play in today’s financial landscape:
"Financial anxiety is an epidemic in America – and our trusted advisors are more relevant than ever, helping people to achieve greater financial security. Their relationship-first mindset with clients and unique ability to create comprehensive financial plans set them apart in the industry."
Roberts highlighted the firm’s distinctive planning approach, which integrates permanent life insurance with investments and annuities to deliver long-term value and protection for clients.
Northwestern Mutual supports its network of over 8,500 financial advisors nationwide through award-winning training and leadership development programs. These programs provide ongoing education, help advisors secure new licenses, enhance professional capabilities, and assist in expanding their practices to better serve clients.
Looking ahead, Northwestern Mutual is committed to broadening its reach and impact. The company has set an ambitious goal of recruiting 5,000 new financial advisors by the end of 2025, aiming to help even more Americans achieve financial security through trusted advice and comprehensive financial planning.
About Northwestern Mutual
With a rich heritage spanning more than 165 years, Northwestern Mutual has been a trusted partner helping individuals and businesses build financial security. The company combines expert financial professionals, personalized digital experiences, and a wide range of industry-leading products to guide clients in planning for what matters most.
Northwestern Mutual currently manages nearly $700 billion in total assets across its institutional and retail investment portfolios and generates more than $38 billion in revenues. It provides approximately $2.4 trillion in life insurance protection in force, delivering financial security to over five million people through life, disability income, and long-term care insurance, annuities, as well as brokerage and advisory services.
Recognized for its excellence, Northwestern Mutual ranked #109 on the 2025 FORTUNE® 500 list and was named one of the "World’s Most Admired" life insurance companies by FORTUNE in 2025. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries, which include Northwestern Mutual Investment Services, LLC — a registered investment adviser and broker-dealer — Northwestern Mutual Wealth Management Company®, a federal savings bank, and Northwestern Long Term Care Insurance Company.
For more information about Northwestern Mutual, its financial professionals, and the services offered, please visit Northwestern Mutual’s website.
Source: Northwestern Mutual, Media Relations (1-800-323-7033, [email protected])