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FIRST ADVISORS NATIONAL, LLC

ATLANTA, GA · CRD 166212 · IAPD ↗ · danlamb.us · 1-855-326-7427

$505.9MRegulatory AUM
64Advisory reps
65Employees
14Clients
11-25Planning clients
0Private funds
39States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — FIRST ADVISORS NATIONAL, LLC added office(s): 56 -> 62 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
76
April 2026 — FIRST ADVISORS NATIONAL, LLC grew from 56 to 64 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2025 — FIRST ADVISORS NATIONAL, LLC shrank from 69 to 56 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2025 — FIRST ADVISORS NATIONAL, LLC crossed $500M in regulatory AUM ($448.3M -> $501.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2024 — FIRST ADVISORS NATIONAL, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — FIRST ADVISORS NATIONAL, LLC reported RAUM up 28% ($350.4M -> $448.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — FIRST ADVISORS NATIONAL, LLC grew from 62 to 69 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.