American Northwest Advisory Services L.L.C.
- Regulatory AUM
- $41.3M
- Discretionary
- $40.4M
- Clients
- 218
- Avg AUM / client
- $190K
- Accounts
- 95
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 59 | $10.4M | 25.1% |
| High net worth individuals | 36 | $30.9M | 74.9% |
| Pension and profit sharing plans | 123 | — | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Myers Group Retirement Plan The Myers Group, Llc | 2024 | |
| Danner Corporation 401(k) Profit Sharing Plan Danner Corporation | 2024 | |
| Cascade Connections 401(k) Plan Cascade Connections | 2024 | |
| Peninsula Truck Lines, Inc. 401(k) Retirement Plan Peninsula Truck Lines, Inc. | 2024 | |
| Geotek Operations Limited 401(k) Plan Geotek Operations Limited | 2024 | |
| Brusco Tug And Barge, Inc. Employees Retirement Plan Brusco Tug And Barge, Inc. | Longview, WA | 2024 |
| Western Refinery Services, Inc. 401(k) Plan Western Refinery Services, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas L Oakes | Chief Compliance Officer/ Member Manager | CFP | Feb 1996 (31y) | 75% or more |
| Ethan John Cox | Registered representative | Jun 2015 (11y) | ||
| Thomas Dillon Oakes | Registered representative | Sep 2015 (11y) | ||
| Ryan Robert Dusenberry | Registered representative | Dec 2021 (5y) | ||
| Christopher W Arnold | Registered representative | Dec 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Myers Group Retirement Plan | The Myers Group, Llc | 654 | $12.9M | 01/01/2024 |
| Danner Corporation 401(k) Profit Sharing Plan | Danner Corporation | 121 | $6.6M | 01/01/2024 |
| Cascade Connections 401(k) Plan | Cascade Connections | 344 | $4.1M | 01/01/2024 |
| Peninsula Truck Lines, Inc. 401(k) Retirement Plan | Peninsula Truck Lines, Inc. | 496 | $47.3M | 01/01/2024 |
| Geotek Operations Limited 401(k) Plan | Geotek Operations Limited | 349 | $20.0M | 01/01/2024 |
| Brusco Tug And Barge, Inc. Employees Retirement Plan | Brusco Tug And Barge, Inc. | 102 | $8.6M | 01/01/2024 |
| Western Refinery Services, Inc. 401(k) Plan | Western Refinery Services, Inc. | 195 | $13.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 855 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗