What is First National Advisors's NAICS code?

First National Advisors's NAICS code is 52 (Finance and Insurance).

Insights

Acquisition signals Recent news indicates First National Advisors has become part of a broader consolidation in the wealth management space, following acquisition activity by Mariner Wealth Advisors. This suggests potential sales opportunities related to integration services, transitioning client bases, and upsell of RIA and advisory solutions to a larger platform.

Small firm focus With a lean team of 2-10 employees and a specialized client focus on small business owners, healthcare professionals, and affluent families, there is an opportunity to tailor scalable, cost-effective tech, marketing, and compliance solutions that support growth without adding headcount.

Regulatory readiness As an RIA operating nationally with state-by-state registration considerations, there is demand for streamlined regulatory and fiduciary compliance tooling, as well as onboarding and licensing support to ensure scalable cross-state advisory capability.

Technology stack Current stack includes CRM and marketing automation (Salesforce, Pardot), website (WordPress), analytics (Hotjar), ads (The Trade Desk), and monitoring (Datadog). This presents cross-sell opportunities for enhanced cybersecurity, data governance, client experience optimization, and integration services to further automate advisory workflows.

Growth channels National client base and retirement planning services (401(k), 403(b), pensions) imply opportunities to offer employment benefits consulting firms, retirement plan services, and alternative investment strategies to expand product offerings and deepen client relationships.

First National Advisors Tech Stack

First National Advisors uses 8 technology products and services including The Trade Desk, Hotjar, Linkedin Insight Tag, and more. Explore First National Advisors's tech stack below.

Advertising

Analytics

Analytics

Content Management System

Salesforce

Customer Relationship Management

Pardot

Marketing

WP Engine

Platform As A Service

Datadog

Real User Monitoring

First National Advisors Email Formats	Example	Percentage
First@fncadvisor.com	John@fncadvisor.com	80%
LastF@fncadvisor.com	DoeJ@fncadvisor.com	20%

First National Advisors Email Formats

Example

Percentage

First@fncadvisor.com

John@fncadvisor.com

80%

LastF@fncadvisor.com

DoeJ@fncadvisor.com

20%

Frequently Asked Questions

What is First National Advisors's phone number?

You can contact First National Advisors's main corporate office by phone at

+1-781-878-****

. 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 National Advisors's official website and social media links?

First National Advisors's official website is fncadvisor.com and has social profiles on LinkedIn.

How much revenue does First National Advisors generate?

As of September 2026, First National Advisors's annual revenue is estimated to be $1M - $10M.

What is First National Advisors's SIC code and NAICS code?

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

How many employees does First National Advisors have currently?

As of September 2026, First National Advisors has approximately 3 employees across 1 continents, including North America. Key team members include Vice President Commercial: A. N., Vice President Business Development: A. B. and Managing Partner: C. C. Explore First National Advisors's employee directory with LeadIQ.

What industry does First National Advisors belong to?

First National Advisors operates in the Financial Services industry.

What technology does First National Advisors use?

First National Advisors's tech stack includes The Trade Desk, Hotjar, Linkedin Insight Tag, WordPress, Salesforce, Pardot, WP Engine and Datadog.

What is First National Advisors's email format?

First National Advisors's email format typically follows the pattern of First@fncadvisor.com. Find more First National Advisors email formats with LeadIQ.

First National Advisors

Q: How many employees does First National Advisors have currently?

First National Advisors has approximately 3 employees.

Q: What technology does First National Advisors use?

First National Advisors's tech stack includes Google Maps, Mimecast, Awesomplete, oEmbed, Microsoft Advertising.

Financial ServicesMassachusetts, United States2-10 Employees

First National Advisors is a full-service wealth management firm and registered investment adviser based in Rockland, Massachusetts, just south of Boston. It serves small business owners, healthcare professionals, and affluent families, helping them address complex financial planning needs. The firm seeks to build long-term client relationships and acts as a primary resource for financial advice, information, and services. It supports financial planning by creating strategic, customized investment portfolios and protecting assets with carefully selected insurance and annuity products, and it offers its own alternative investment strategy, the Chapoquoit Managed Account, along with retirement-planning services for company-sponsored plans such as 401(k), 403(b), and pensions.

First National Advisors operates as a Massachusetts-based registered investment adviser that serves clients nationally, maintaining the registrations and licenses required by the states where it conducts business. In January 2026, Mariner Wealth Advisors announced the acquisition of First National Advisors.

Insights

Similar companies to First National Advisors