FIRST NATIONAL ADVISORS LLC
CRD #120859 SEC #801-66086 ROCKLAND, MA 781-878-7757
SEC Registered
Total AUM
$1.4B
Discretionary
$1.3B
Employees
10
Clients
10
Accounts
2,337
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $1.4B | $1.3B | $82.5M | 10 | 3 |
| Jan 2024 | $1.3B | $1.2B | $73.3M | 8 | 6 |
| Nov 2023 | $1.1B | $1B | $54.1M | 9 | 6 |
| Nov 2023 | $1.1B | $1B | $54.1M | 9 | 6 |
| Nov 2023 | $1.1B | $1B | $54.1M | 9 | 6 |
| Mar 2023 | $1.1B | $1B | $54.1M | 9 | 6 |
| Oct 2022 | $1.2B | $1.1B | $45.4M | 9 | 3 |
| Feb 2022 | $1.2B | $1.1B | $45.4M | 9 | 3 |
| Nov 2021 | $981M | $879.5M | $101.5M | 9 | 2 |
| Feb 2021 | $981M | $879.5M | $101.5M | 9 | 2 |
| Jul 2020 | $832.2M | $781.1M | $51.2M | 8 | 0 |
| May 2020 | $832.2M | $781.1M | $51.2M | 8 | 0 |
| Mar 2020 | $832.2M | $781.1M | $51.2M | 8 | 0 |
| Nov 2019 | $756.4M | $670.5M | $85.9M | 8 | 0 |
| Feb 2019 | $756.4M | $670.5M | $85.9M | 8 | 0 |
| Oct 2018 | $764.3M | $666M | $98.3M | 8 | 0 |
| Mar 2018 | $764.3M | $666M | $98.3M | 8 | 0 |
| Feb 2017 | $657.1M | $567.8M | $89.3M | 8 | 500 |
| Feb 2017 | $598.9M | $512.1M | $86.9M | 10 | 500 |
| Mar 2016 | $598.9M | $512.1M | $86.9M | 10 | 500 |
| Oct 2015 | $561.9M | $447.2M | $114.8M | 10 | 500 |
| Sep 2015 | $561.9M | $447.2M | $114.8M | 10 | 500 |
| Mar 2015 | $561.9M | $447.2M | $114.8M | 9 | 500 |
| Jul 2014 | $508.2M | $331.3M | $176.9M | 6 | 500 |
| Mar 2014 | $508.2M | $331.3M | $176.9M | 6 | 500 |
| Mar 2013 | $435.7M | $301.7M | $134M | 8 | 400 |
| Mar 2012 | $275M | $273M | $2M | 6 | 350 |
| Oct 2010 | $209.8M | $207.9M | $1.9M | 10 | -- |
| Feb 2009 | $186.2M | $186.2M | $0 | 10 | -- |
| Dec 2007 | $212M | $208M | $4M | 10 | -- |
| Nov 2007 | $212M | $208M | $4M | 10 | -- |
| Oct 2007 | $212M | $208M | $4M | 10 | -- |
| Mar 2007 | $212M | $208M | $4M | 10 | -- |
| Feb 2006 | $230M | $150M | $80M | 5 | -- |
| Jan 2006 | $230M | $150M | $80M | 5 | -- |
DateFeb 2025
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$82.5M
Employees10
Clients3
DateJan 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$73.3M
Employees8
Clients6
DateNov 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$54.1M
Employees9
Clients6
DateNov 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$54.1M
Employees9
Clients6
DateNov 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$54.1M
Employees9
Clients6
DateMar 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$54.1M
Employees9
Clients6
DateOct 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$45.4M
Employees9
Clients3
DateFeb 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$45.4M
Employees9
Clients3
DateNov 2021
Total AUM$981M
Discretionary$879.5M
Non-Disc.$101.5M
Employees9
Clients2
DateFeb 2021
Total AUM$981M
Discretionary$879.5M
Non-Disc.$101.5M
Employees9
Clients2
DateJul 2020
Total AUM$832.2M
Discretionary$781.1M
Non-Disc.$51.2M
Employees8
Clients0
DateMay 2020
Total AUM$832.2M
Discretionary$781.1M
Non-Disc.$51.2M
Employees8
Clients0
DateMar 2020
Total AUM$832.2M
Discretionary$781.1M
Non-Disc.$51.2M
Employees8
Clients0
DateNov 2019
Total AUM$756.4M
Discretionary$670.5M
Non-Disc.$85.9M
Employees8
Clients0
DateFeb 2019
Total AUM$756.4M
Discretionary$670.5M
Non-Disc.$85.9M
Employees8
Clients0
DateOct 2018
Total AUM$764.3M
Discretionary$666M
Non-Disc.$98.3M
Employees8
Clients0
DateMar 2018
Total AUM$764.3M
Discretionary$666M
Non-Disc.$98.3M
Employees8
Clients0
DateFeb 2017
Total AUM$657.1M
Discretionary$567.8M
Non-Disc.$89.3M
Employees8
Clients500
DateFeb 2017
Total AUM$598.9M
Discretionary$512.1M
Non-Disc.$86.9M
Employees10
Clients500
DateMar 2016
Total AUM$598.9M
Discretionary$512.1M
Non-Disc.$86.9M
Employees10
Clients500
DateOct 2015
Total AUM$561.9M
Discretionary$447.2M
Non-Disc.$114.8M
Employees10
Clients500
DateSep 2015
Total AUM$561.9M
Discretionary$447.2M
Non-Disc.$114.8M
Employees10
Clients500
DateMar 2015
Total AUM$561.9M
Discretionary$447.2M
Non-Disc.$114.8M
Employees9
Clients500
DateJul 2014
Total AUM$508.2M
Discretionary$331.3M
Non-Disc.$176.9M
Employees6
Clients500
DateMar 2014
Total AUM$508.2M
Discretionary$331.3M
Non-Disc.$176.9M
Employees6
Clients500
DateMar 2013
Total AUM$435.7M
Discretionary$301.7M
Non-Disc.$134M
Employees8
Clients400
DateMar 2012
Total AUM$275M
Discretionary$273M
Non-Disc.$2M
Employees6
Clients350
DateOct 2010
Total AUM$209.8M
Discretionary$207.9M
Non-Disc.$1.9M
Employees10
Clients--
DateFeb 2009
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$212M
Discretionary$208M
Non-Disc.$4M
Employees10
Clients--
DateNov 2007
Total AUM$212M
Discretionary$208M
Non-Disc.$4M
Employees10
Clients--
DateOct 2007
Total AUM$212M
Discretionary$208M
Non-Disc.$4M
Employees10
Clients--
DateMar 2007
Total AUM$212M
Discretionary$208M
Non-Disc.$4M
Employees10
Clients--
DateFeb 2006
Total AUM$230M
Discretionary$150M
Non-Disc.$80M
Employees5
Clients--
DateJan 2006
Total AUM$230M
Discretionary$150M
Non-Disc.$80M
Employees5
Clients--