The company’s latest financial data shows significant momentum, with client investment assets reaching $453 billion at the end of the second quarter of 2026—a 12 percent increase compared to the previous year. Beyond brokerage services, the firm maintains its industry lead as the top direct provider of individual life and disability income insurance in the U.S., while holding the third spot for long-term care insurance offerings.

Laila Valters, CEO and president of Northwestern Mutual Investment Services, attributes this growth to the increasing demand for trusted guidance in a complex economic landscape. The firm supports its network of advisors through intensive training and mentorship programs, a strategy reflected in the recent recognition of nearly 260 advisors on the Forbes Best-in-State list for 2026. With a combined $780 billion in company and client assets, the organization currently serves more than five million Americans.