First Advisors National, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 30, 2026, reports $506M in regulatory assets under management, 65 employees, 62 offices, and 9,026 accounts.
Assets Under Management
$506M
Employees
65
Offices
62 offices
Total Clients
4,858
Primary office
ATLANTA, GA
1372 PEACHTREE STREET NE, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
4,858
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$506Mas of March 30, 2026
Discretionary100.0%
$506M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$506M
Total Accounts9,026
10Y AUM Change+$401M (+381.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees65
Clients per Employee75:1
10Y Employee Change-40 (-38.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.