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FIRST NATIONAL ADVISERS, LLC

OMAHA, NE · CRD 277146 · IAPD ↗ · fnbo.com · (800) 538-7298

$7.37BRegulatory AUM
20Advisory reps
35Employees
0Clients
n/aPlanning clients
0Private funds
27States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — FIRST NATIONAL ADVISERS, LLC changed its website from privatewealthreserve.com to fnbo.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2026 — FIRST NATIONAL ADVISERS, LLC shrank from 28 to 20 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — FIRST NATIONAL ADVISERS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2025 — FIRST NATIONAL ADVISERS, LLC notice-filed in GA, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2024 — FIRST NATIONAL ADVISERS, LLC reported RAUM up 158% ($2.42B -> $6.24B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
February 2024 — FIRST NATIONAL ADVISERS, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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