NWF Advisory Group
NWF Advisory Group, operating as ArtisanCap, is a private Los Angeles-based RIA serving high-net-worth individuals with financial, retirement, education, and insurance planning delivered through a nationwide network of independent advisors.
- Company typePrivate
- Founded1969
- HeadquartersLos Angeles, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What NWF Advisory Group does
NWF Advisory Group is a private U.S. wealth management firm headquartered in Los Angeles, operating through its ArtisanCap brand since 1969 per firmographic data. It provides financial planning, retirement planning, education planning, insurance planning, and account servicing to high-net-worth individuals via a nationwide network of independent financial advisors supported by the firm's ArtisanCap Advisor Platform.
The firm operates through multiple affiliated entities: investment advisory services are delivered through NWF Advisory Services, Inc., securities are distributed through Osaic Wealth, Inc. (a FINRA/SIPC-registered broker-dealer), and insurance products are offered via New World Financial and Insurance Services, Inc. The core technology stack is the ArtisanCap Advisor Platform, which enables independent advisors to deliver financial planning, portfolio management, and client servicing, supplemented by a client portal for end-client account access. Advisory services are filed only in 11 states (AR, AZ, CA, FL, HI, NV, NY, OR, TX, UT, WA), while insurance products are available across most U.S. states.
Revenue is generated through three channels: recurring investment advisory fees (likely AUM- or fee-based), insurance commissions, and securities distribution transaction fees via Osaic Wealth. The go-to-market is sales-led and referral-driven, centered on recruiting and supporting independent advisors nationwide. The firm employs 51-100 staff, has not disclosed funding, and shows no acquisition, product-launch, or AI-related activity in the source data.
NWF Advisory Group firmographics
Firmographics- Name
- NWF Advisory Group
- Legal name
- NWF Advisory Group LLC
- Website
- https://nwfadvisory.com
- Company type
- Private
- Founded year
- 1969
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- NWF Advisory Group, operating as ArtisanCap, is a private Los Angeles-based RIA serving high-net-worth individuals with financial, retirement, education, and insurance planning delivered through a nationwide network of independent advisors.
- Ownership category
- akta.pro rank
NWF Advisory Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Private Banking & UHNW Wealth Advisory (FSAEABAC), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where NWF Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Los Angeles
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
NWF Advisory Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Investment advisory services offered through NWF Advisory Services, Inc. to individuals residing in states where the company has notice filed. Revenue is generated through advisory fees, likely based on assets under management (AUM) or fee-for-service arrangements.
- Insurance Products: Insurance products are offered through New World Financial and Insurance Services, Inc., with some advisors at NWF providing these products. Revenue generated through insurance commissions.
- Securities Distribution: Securities are offered through Osaic Wealth, Inc., a registered broker-dealer and member of FINRA/SIPC. Revenue share or distribution fees are generated through this channel.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Quote-based advisory services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
NWF Advisory Group product offering
Product offeringCore offering
NWF Advisory Group delivers personalized wealth management and financial advisory services through a nationwide network of independent advisors operating under the ArtisanCap brand. Its service suite spans Financial Planning, Retirement Planning, Education Planning, and Insurance Planning, with securities distributed through Osaic Wealth, Inc. and insurance products offered via New World Financial and Insurance Services, Inc.
Product overview
ARTISANCAP is a wealth management and financial services firm operating as a DBA powered by NWF Advisory Group LLC. The company offers a suite of financial services including Financial Planning, Retirement Planning, Education Planning, and Insurance Planning, delivered through a network of independent advisors. Securities are offered through Osaic Wealth, Inc. (member FINRA/SIPC), and investment advisory services are provided through NWF Advisory Services, Inc. The firm emphasizes personalized, white-glove service with a collaborative approach to helping clients achieve their financial goals.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Personalized financial planning services designed to help clients achieve long-term financial goals through comprehensive wealth management strategies.
- Retirement Planning Customized retirement planning services that help clients build a secure financial future through tailored strategies and solutions.
- Education Planning Custom education plans and expert guidance to help families save and prepare for educational expenses.
- Insurance Planning Insurance planning services that help protect clients' futures by assessing needs and recommending appropriate coverage solutions.
- Client Portal Online client portal for accessing account information, documents, and financial planning tools.
Companies that use NWF Advisory Group
Customer profileSegments1 record
Ideal customer profiles1 record
NWF Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
NWF Advisory Group partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Osaic Wealth, Inc.coreSecurities are offered through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth provides the securities distribution infrastructure and regulatory framework for the company's investment products. This is a critical channel partnership enabling the company to offer securities to its clients.
- New World Financial and Insurance Services, Inc.coreInsurance products are offered through New World Financial and Insurance Services, Inc. This entity enables some advisors at NWF to provide insurance products as part of comprehensive wealth management services to clients.
- Vision 360 MediaminorVision 360 Media created and maintains the ArtisanCap website. This is a service/vendor relationship for website development and digital presence management.
Scale indicators1 record
Recent moves4 records
Expansion highlights4 records
NWF Advisory Group competitors and assessment
Company assessmentDirect peers
- Cetera Financial Group: Independent broker-dealer network serving thousands of financial professionals across multiple brands. Directly comparable as an advisor-supporting IBD offering advisory, brokerage, and insurance solutions to HNW clients through affiliated independent advisors.
- Sanctuary Wealth: Independent wealth management platform partnering with high-producing advisors seeking independence while retaining institutional support. Closely comparable to NWF's ArtisanCap model—boutique independent advisor support with white-glove service emphasis.
- Focus Financial Partners: Partnership model providing non-controlling capital, consulting, and back-office services to a network of independent RIAs and wealth management firms. Comparable as a consolidator in the independent advisor space with HNW client focus.
- LPL Financial: The largest independent broker-dealer in the U.S., supporting a nationwide network of independent financial advisors with compliance, technology, and product infrastructure—directly comparable to NWF's ArtisanCap independent advisor model, though at vastly greater scale.
- Mercer Advisors: National RIA serving HNW households with comprehensive wealth management, financial planning, and tax services. Comparable in HNW focus, comprehensive planning offering, and fee-based advisory model, though Mercer operates with directly-employed advisors rather than an independent contractor network.
- Cambridge Investment Research: Independent broker-dealer supporting thousands of financial advisors nationwide with wealth management platforms and back-office services. Closely comparable to NWF in business model—recruiting and supporting independent advisors—though with broader product capabilities and larger AUM.
- Kestra Financial: Independent wealth management platform supporting independent financial advisors through broker-dealer and RIA channels. Highly comparable to NWF in serving independent advisors with integrated advisory, brokerage, and insurance offerings.
- Commonwealth Financial Network: Private independent broker-dealer and RIA supporting independent financial advisors across the U.S. Comparable to NWF in advisor-centric model, private ownership, and focus on comprehensive wealth management services for HNW clients.
- Advisor Group: Independent wealth management firm supporting a large network of independent financial advisors through multiple broker-dealer and RIA subsidiaries. Directly comparable business model—independent advisor support with wealth and insurance solutions—though materially larger scale.
Broad incumbents
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., serving millions of households with financial planning and wealth management. Comparable in fee-based advisory model and HNW focus, but with significantly broader geographic reach and a hybrid digital-plus-advisor delivery model.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
NWF Advisory Group social profiles
Digital presenceNWF Advisory Group compliance and trust
Trust signalCompliance2 records
NWF Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
NWF Advisory Group leadership team
Management profileNumber of profiles
Profiles8 records
NWF Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
NWF Advisory Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about NWF Advisory Group
What does NWF Advisory Group do?
NWF Advisory Group delivers personalized wealth management and financial advisory services through a nationwide network of independent advisors operating under the ArtisanCap brand. Its service suite spans Financial Planning, Retirement Planning, Education Planning, and Insurance Planning, with securities distributed through Osaic Wealth, Inc. and insurance products offered via New World Financial and Insurance Services, Inc.
Is NWF Advisory Group a public or private company?
NWF Advisory Group is a private company. It is classified as unknown and is currently operating.
When was NWF Advisory Group founded?
NWF Advisory Group was founded in 1969. It employs 11 to 50 people.
Where is NWF Advisory Group based?
NWF Advisory Group is headquartered in Los Angeles, United States, in the North America region.
How does NWF Advisory Group make money?
Three revenue lines are on record. Investment Advisory Services are the primary driver. The others are insurance Products and securities Distribution.
Who are NWF Advisory Group's main competitors?
Direct peers on record are Cetera Financial Group, Sanctuary Wealth, Focus Financial Partners, LPL Financial, Mercer Advisors, Cambridge Investment Research, Kestra Financial, Commonwealth Financial Network and Advisor Group. Edelman Financial Engines is listed as a broad incumbent.
Does NWF Advisory Group have an API?
No public API is recorded for NWF Advisory Group.
What industry is NWF Advisory Group in?
NWF Advisory Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAEABAH, Annuity & Insurance-Based Retirement Solutions Advisory. Its NAICS code is 523940 and its SIC code is 6282.