Wealth Manager
    SEC Registered

    First National Advisers, LLC

    Registered investment advisor · Omaha, Nebraska · CRD #277146

    Assets Under Management
    $7.4B
    Client Accounts
    3,823
    Employees
    35
    CRD Number
    277146
    Registration
    SEC Registered
    Custodian
    First National Bank Of Omaha, Raymond James & Associates, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About First National Advisers, LLC

    First National Advisers, LLC offers investment advisory services, managing $6.6 billion in discretionary assets, and provides portfolio management and securities for individuals and institutions. The firm also serves trusts, estates, and charitable organizations.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for First National Advisers, LLC

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    Frequently Asked Questions

    What is First National Advisers, LLC's AUM?

    First National Advisers, LLC reports approximately $7.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is First National Advisers, LLC headquartered?

    First National Advisers, LLC is headquartered in Omaha, Nebraska.

    What is First National Advisers, LLC's CRD number?

    First National Advisers, LLC's CRD number is 277146. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does First National Advisers, LLC manage?

    First National Advisers, LLC manages approximately 3,823 client accounts according to its latest SEC filing.

    Is First National Advisers, LLC SEC registered?

    Yes, First National Advisers, LLC is registered with the SEC as an investment adviser with an approved registration status.

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