Insights

Independent Advisor Network Target independent financial advisors and brokerage firms seeking scalable growth platforms; First Allied emphasizes an exclusive business development platform and partnerships with business owners to help clients reach financial goals, suggesting opportunities to cross-sell advisor-centric services and technology.

Growth Platform Position as a growth engine for advisory practices; leverage their claim of one of the most comprehensive platforms for growth to introduce practice management, recruitment, and onboarding solutions that integrate with existing BDs and RIAs.

Strategic Leadership Note leadership changes and talent acquisitions in recent news; propose value-adds around succession planning, executive onboarding, and client service enhancements aligned with transitions and governance improvements.

Technology Stack Leverage or complement their tech stack (AppNexus, Google Fonts API, RequireJS, Backbone.js, Underscore.js, jQuery, New Relic, Google Tag Manager) with modernization services, integration of modern analytics, CRM/linkage, and security/compliance tooling tailored to broker-dealer environments.

Financial Scale With mid-size employee base and substantial revenue, target growth opportunities in marketing services, advisor recruitment partnerships, and platform monetization strategies that align with their revenue band and regulatory requirements.

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, RequireJS, and more. Explore First Allied Securities's tech stack below.

  • AppNexus
    Advertising
  • Google Fonts API
    Font Scripts
  • RequireJS
    Javascript Frameworks
  • Backbone.js
    Javascript Frameworks
  • Underscore.js
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • New Relic
    Real User Monitoring
  • Google Tag Manager
    Tag Management

First Allied Securities's Email Address Formats

First Allied Securities uses at least 2 format(s):
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 LinkedInCrunchbase.

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 NAICS code?

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First Allied Securities's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies 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 AmericaEurope. Key team members include Chief Executive Officer And Registered Principal: T. S.President: A. K.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 AppNexusGoogle Fonts APIRequireJSBackbone.jsUnderscore.jsjQueryNew RelicGoogle Tag Manager.

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

Section iconFunding & Financials

  • $250M - $500M

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

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