# Northwestern Mutual
Source: https://planprovider.pro/provider/northwestern-mutual

> Founded in 1857, Northwestern Mutual is a long-running financial services firm that works with both individuals and employers on retirement and wealth planni…

Retirement Plan Advisor

Milwaukee, WI

## About Northwestern Mutual

<p>Founded in 1857, Northwestern Mutual is a long-running financial services firm that works with both individuals and employers on retirement and wealth planning. The firm is also a mutual company, which shapes how it is owned and operated.</p>

<p>Headquartered in Milwaukee in southeastern Wisconsin, Northwestern Mutual has offices in Milwaukee, New York City, and the Dallas–Fort Worth metro area. Its advisor teams support workplace retirement programs and personal planning needs, with services that include retirement plan design and participant advice.</p>

<p>For plan sponsors, Northwestern Mutual helps evaluate plan features and structure, including 401(k) arrangements and other ERISA-qualified plans. On the participant side, advisors provide one-on-one guidance that ties workplace savings to broader goals like retirement readiness, insurance needs, and investment choices.</p>

<p>As of 2026, Northwestern Mutual reports 1,200 clients and $85.0B in AUM. A key differentiator is its combination of employer plan work and participant-level advice delivered through a large in-house advisor force.</p>

<ul>
<li><a href="/plan-advisors">Plan advisor</a> support for employers and individuals</li>
<li>Retirement plan design for workplace programs</li>
<li>Participant advice and education</li>
<li>Experience with 401(k) and ERISA-qualified retirement plans</li>
<li>National footprint with offices in Milwaukee, New York, and Dallas</li>
</ul>

Website: [https://www.northwesternmutual.com/401k-plans/](https://www.northwesternmutual.com/401k-plans/)

Founded: 1857

Employees: 20000

## Office Locations

- Milwaukee, WI (Headquarters)

- Milwaukee, WI

- New York, NY

- Dallas, TX

## Accreditations & Certifications

- RIA

## Services Offered

- Plan Design Consulting

- Participant Investment Advice

## Client Statistics (2026)

- Total Clients: 1,200

- Total AUM: $85.0B

- Total Participants: 2,500,000

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[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/northwestern-mutual)

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