Insights

Affiliation leverage Partner with First Western Advisors to access a broader Raymond James client network, offering enhanced wealth management solutions and cross-sell opportunities in investment management, retirement planning, and personalized advisory services.

Growth potential Target mid-sized advisor firms like FWA with revenue in the $50M-$100M range for scalable technology, compliance, and marketing enhancements to support continued growth and client acquisition.

Tech enablement Highlight opportunities to supply or optimize technology stacks (cloud, data analytics, CRM, marketing automation) aligned with FWA’s current tools (GitHub, Docker, Jenkins, SageMaker, Azure DevOps, Pardot, Splunk) to improve efficiency and client insights.

Security and compliance Position security, data governance, and regulatory reporting services as essential for a firm of this size that partners with a major broker-dealer, helping to reduce risk and ensure consistent regulatory adherence.

Talent and engagement Offer employee engagement and training solutions, leadership development, and advisor onboarding programs to support FWA’s 11-50 employees in attracting and retaining top talent while sustaining client service quality.

First Western Advisors Tech Stack

First Western Advisors uses 8 technology products and services including GitHub, Docker, Jenkins, and more. Explore First Western Advisors's tech stack below.

GitHub

Communication And Collaboration

Docker

Containerization

Jenkins

Continuous Integration

Development

Devops

Marketing

Miscellaneous

Network Hardware

First Western Advisors Email Formats	Example	Percentage
FLast@fwainvest.com	JDoe@fwainvest.com	80%
Last@fwainvest.com	Doe@fwainvest.com	12%
F.Last@fwainvest.com	J.Doe@fwainvest.com	4%
FirstLast@fwainvest.com	JohnDoe@fwainvest.com	4%

First Western Advisors Email Formats

Example

Percentage

FLast@fwainvest.com

JDoe@fwainvest.com

80%

Last@fwainvest.com

Doe@fwainvest.com

12%

F.Last@fwainvest.com

J.Doe@fwainvest.com

FirstLast@fwainvest.com

JohnDoe@fwainvest.com

Frequently Asked Questions

What is First Western Advisors's phone number?

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

+1-801-930-****

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

First Western Advisors's official website is fwainvest.com and has social profiles on LinkedIn.

How much revenue does First Western Advisors generate?

As of August 2026, First Western Advisors's annual revenue is estimated to be $50M - $100M.

What is First Western Advisors's NAICS code?

First Western Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does First Western Advisors have currently?

As of August 2026, First Western Advisors has approximately 20 employees across 1 continents, including North America. Key team members include President: R. H., Vice President: J. L. and Sr. Accountant For Investment Advisory Firm: C. R. Explore First Western Advisors's employee directory with LeadIQ.

What industry does First Western Advisors belong to?

First Western Advisors operates in the Investment Management industry.

What technology does First Western Advisors use?

First Western Advisors's tech stack includes GitHub, Docker, Jenkins, Amazon SageMaker, Azure DevOps, Pardot, Splunk and Cisco.

What is First Western Advisors's email format?

First Western Advisors's email format typically follows the pattern of FLast@fwainvest.com. Find more First Western Advisors email formats with LeadIQ.

When was First Western Advisors founded?

First Western Advisors was founded in 1982.

First Western Advisors

Q: What is First Western Advisors's official website and social media links?

First Western Advisors's official website is fwainvest.com. First Western Advisors has social profiles on LinkedIn.

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

First Western Advisors has approximately 20 employees.

Q: What technology does First Western Advisors use?

First Western Advisors's tech stack includes Katalon, Blockchain, SQL, USPS, Microsoft Advertising.

Q: What is First Western Advisors's NAICS code?

First Western Advisors's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementUtah, United States11-50 Employees

First Western Advisors is a mid-sized investment management firm based in Salt Lake City, Utah, with more than four decades in the field. It delivers wealth management services across the United States, including investment management and retirement planning, with the goal of helping individuals grow their wealth through objective, expert guidance. Founded in 1982 in Salt Lake City, the company has maintained its Utah roots while expanding its reach to clients nationwide. In 2019, First Western Advisors affiliated with Raymond James, connecting its services to a larger financial services network while remaining independent of the Raymond James broker-dealer structure.

Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and investment advisory services are provided through Raymond James Financial Services Advisors, Inc. First Western Advisors is not a registered broker-dealer and operates independently of Raymond James Financial Services.

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