National Retirement Planning Experts

National Coverage
Local Professionals

FIRST ADVISORS NATIONAL, LLC

1372 Peachtree Street Ne
Atlanta, Georgia 30309
Tel: 1-855-326-7427

Need a Financial Advisor?
Compare Vetted Advisors

About FIRST ADVISORS NATIONAL, LLC

FIRST ADVISORS NATIONAL, LLC, formally registered with the SEC as FIRST ADVISORS NATIONAL, LLC. The firm was established in 12/18/2012. They have over 61 offices throughout the country.

FIRST ADVISORS NATIONAL, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $448,270,954 assets under management, offering retirement planning & investment advisory services to 4892 clients. The firm is staffed with 70 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#166212
SEC#801-77440
Assets Managed by Firm$448,270,954
No. of Clients4892
No. of Advisors70

Fee Structure

  • A percentage of AUM
  • Other (SOLICITOR/ENDORSEMENT FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (RETIREMENT PLANNING CONSULTATIONS)

Firm Client Information

No. of ClientsAUM
Firm Total4892$448,270,954
Individuals (other than high net worth individuals)3288$448,270,954

More Retirement Planning firms in Atlanta, Georgia:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
INVESCO ADVISERS, INC.
1331 Spring Street Nw, Suite 2500
Atlanta, GA, 30309
$746,325,416,693385172895
TRUIST ADVISORY SERVICES, INC.
303 Peachtree Street, 2nd Floor
Atlanta, GA, 30303
$61,369,856,5451242012105
EARNEST PARTNERS, LLC
1180 Peachtree Street Ne, Suite 2300
Atlanta, GA, 30309
$35,289,452,223754244
VOYA INVESTMENT MANAGEMENT LLC
5780 Powers Ferry Road Nw, Suite 300
Atlanta, GA, 30327-4349
$33,827,869,62839879
ATLANTA CAPITAL
1075 Peachtree Street Ne, Suite 2100
Atlanta, GA, 30309-3912
$33,178,196,8761228628

Explore More Retirement Advisors in Atlanta, Georgia