DFX Intelligence
Advisors
Advisors registered through Northwest Asset Management
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Teresa Lynn Starman Certified Financial Planner | Northwest Asset Management independent RIA | Mercer Island, Wa | Jun 4, 2018 | 29 y | 2 | 2 |
| Matthew David Stelmas Certified Financial Planner | Northwest Asset Management independent RIA | Templeton, Ca | Jan 31, 2017 | 28 y | 2 | 3 |
| Haleigh Paige Thompson | Northwest Asset Management independent RIA | Mercer Island, Wa | Aug 28, 2025 | 14 y | 1 | 1 |
| R••••• E•••• T••••• Certified Financial Planner, Chartered Financial Analyst | N•••••••• A•••• M••••••••• independent RIA | Sammamish, Wa | Sep 5, 2024 | 31 y | 4 | 1 |
| L•••••• A•••••• V•• D••• | N•••••••• A•••• M••••••••• independent RIA | Mercer Island, Wa | Mar 22, 2019 | 18 y | 2 | 1 |
| M•••••• S•••• V•• S••• Certified Financial Planner | N•••••••• A•••• M••••••••• independent RIA | Mercer Island, Wa | May 10, 2022 | 30 y | 6 | 1 |
| D••••• L••• V••••••••• | N•••••••• A•••• M••••••••• independent RIA | Southlake, Tx | Apr 2, 2026 | 28 y | 3 | 2 |
| A•••• V••• | N•••••••• A•••• M••••••••• independent RIA | Silverdale, Wa | Apr 28, 2026 | 11 y | 0 | 1 |
| J••• W•••••• W••• | N•••••••• A•••• M••••••••• independent RIA | Belfair, Wa | Jun 6, 2012 | 38 y | 2 | 4 |
| T••••• D•••• W•••••••• Chartered Financial Analyst | N•••••••• A•••• M••••••••• independent RIA | Huntington Beach, Ca | May 13, 2019 | 14 y | 0 | 1 |
| D•••• R•• W••••• | N•••••••• A•••• M••••••••• independent RIA | Pearland, Tx | Oct 8, 2020 | 19 y | 4 | 1 |
| W•••••• H• Z•••• J•• | N•••••••• A•••• M••••••••• independent RIA | Redmond, Wa | Mar 16, 2010 | 41 y | 2 | 3 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
Page 2 of 2Previous
62 advisors match.