Your clients, your strategies, your business.
First Advisors National is a boutique RIA that backs independent financial advisors. Tell us who you are and we will point you the right way.
See how the platform works, what it costs, and why advisors move their practice to FAN. Your clients, your strategies, your business.
See how FAN works →Reach your document library, forms, and platform resources in one place.
Advisor portal →Learn how FAN supports your advisor, and find answers to common client questions.
Client information →FAN Advisors was built on what we believe to be the purest form of investment services, access by virtually any investor to professional money management through the recurring asset-based investment advisory model.
Every investment advisory firm touts their Performance, Product, and Payout. Although important, we believe something else matters even more: Principles.
No proprietary products. No conflicts of interest. Built on the belief that investment services should always serve the client, not the firm.
A company built by advisors, for advisors. We view you as our client, and we work hard every day to earn your business.
Your clients, your strategies, your business. Full open architecture, no mandated products, no dictated fees, no proprietary solutions.
As a representative of FAN Advisors, you can select from a variety of unaffiliated third-party money managers or individually constructed portfolios, with full flexibility on fees, custodians, and strategy.
Over 11 years as a financial advisor, Ruth has focused on Spanish-speaking families and first-generation wealth-building, and on the independence that let her build her practice her way. Read her full story →
A flat $100 per month, covering all state insurance and securities appointments, annual IARD renewal, our full technology stack, and E&O coverage up to $1,000,000. No hidden fees. Other RIA platforms charge $500 or more per month for comparable coverage.
No minimum. We work with independent financial advisors at any level, whether you're bringing over an existing book or building your practice. What matters is a commitment to growing.