Insights

Independent advisor network First Allied Securities serves as a leading platform for independent financial advisors nationwide, presenting a sales opportunity to offer enhanced growth tools and exclusive business development resources to advisors seeking scale.

Growth platform The firm emphasizes a comprehensive growth platform designed to help entrepreneurial advisors expand their practices, signaling opportunities to pitch practice management, marketing, and technology integrations to support practice scale.

Technology stack With a tech stack that includes analytics, web tooling, and performance monitoring (New Relic, Google Analytics, Backbone/RequireJS, jQuery), there is potential to upsell advanced digital marketing, data analytics, and site optimization services.

Leadership transition Recent leadership changes in 2020 indicate potential openness to strategic partnerships and new initiatives; a targeted outreach could align with fresh growth agendas, advisor retention programs, or platform enhancements.

Financial scale Revenue in the hundreds of millions and a sizable advisor network position First Allied as a robust partner for enterprise-grade services, including broader financial technology solutions, compliance support, and advisor onboarding programs.

Similar companies to First Allied Securities

First Allied Securities Tech Stack

First Allied Securities uses 8 technology products and services including AppNexus, Google Fonts API, Backbone.js, and more. Explore First Allied Securities's tech stack below.

  • AppNexus
    Advertising
  • Google Fonts API
    Font Scripts
  • Backbone.js
    Javascript Frameworks
  • RequireJS
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • Real User Monitoring
  • Google Analytics
    Web Analytics

First Allied Securities's Email Address Formats

First Allied Securities uses at least 8 email formats:
First Allied Securities Email FormatsExamplePercentage
FLast@1stallied.comJDoe@1stallied.com
94%
First.Last@1stallied.comJohn.Doe@1stallied.com
3%
LFirst@1stallied.comDJohn@1stallied.com
1%
First@1stallied.comJohn@1stallied.com
2%
FLast@firstallied.comJDoe@firstallied.com
83%
First.Last@firstallied.comJohn.Doe@firstallied.com
7%
Last@firstallied.comDoe@firstallied.com
6%
F.Last@firstallied.comJ.Doe@firstallied.com
4%

Frequently Asked Questions

What is First Allied Securities's phone number?

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You can contact First Allied Securities's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is First Allied Securities's official website and social media links?

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First Allied Securities's official website is firstallied.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does First Allied Securities generate?

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As of July 2026, First Allied Securities's annual revenue is estimated to be $250M - $500M.

What is First Allied Securities's SIC code and NAICS code?

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First Allied Securities's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does First Allied Securities have currently?

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As of July 2026, First Allied Securities has approximately 237 employees across 2 continents, including North America and Europe. Key team members include Chief Executive Officer And Registered Principal: T. S., President: A. K. and President: K. L. Explore First Allied Securities's employee directory with LeadIQ.

What industry does First Allied Securities belong to?

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First Allied Securities operates in the Financial Services industry.

What technology does First Allied Securities use?

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First Allied Securities's tech stack includes AppNexus, Google Fonts API, Backbone.js, RequireJS, jQuery, Underscore.js, New Relic and Google Analytics.

What is First Allied Securities's email format?

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First Allied Securities's email format typically follows the pattern of FLast@1stallied.com. Find more First Allied Securities email formats with LeadIQ.

When was First Allied Securities founded?

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First Allied Securities was founded in 1994.
First Allied Securities logo

First Allied Securities

Financial ServicesCalifornia, United States201-500 Employees

First Allied Securities is a San Diego-based financial services firm that supports independent financial advisors by offering a comprehensive platform designed to help them grow their businesses. Its model centers on partnerships with business owners to assist clients in reaching financial goals, leveraging a long-standing presence in the industry spanning more than three decades. The company provides securities through First Allied Securities, Inc., a registered broker-dealer, and advisory services through First Allied Advisory Services, Inc., positioning itself within the independent retail broker-dealer segment of the financial services sector. While rooted in an exclusive business development framework, the organization operates under the Cetera Financial Group network, situating it among larger consolidations and networks of independent advisory and brokerage firms. The firm is based in San Diego, California, and serves a range of independent financial advisors nationwide. A recent personnel change noted in industry coverage involved leadership transitions at the president and CEO level in 2020. } } }

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
201-500

Section iconFunding & Financials

  • $250M - $500M

    First Allied Securities's revenue is estimated to be in the range of $250M - $500M

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