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First Western Advisors Employee Directory

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.

Find First Western Advisors employees' phone numbers or email addresses

First Western Advisors Global Highlights

Location
Employees

North America
57

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  • United States Of America
    57

First Western Advisors's Leadership

  • Stylized image of a person
    R. H.
    President
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  • Stylized image of a person
    J. L.
    Vice President
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  • Stylized image of a person
    R. B.
    Principal
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  • Stylized image of a person
    A. B.
    Financial Advisor
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  • Stylized image of a person
    A. O.
    Board Member
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  • Stylized image of a person
    S. C.
    Department Of Commerce
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  • Stylized image of a person
    C. R.
    Sr. Accountant For Investment Advisory Firm
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First Western Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Finance
  • Legal
  • Other

Contact profiles from First Western Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. H.
    President
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    J. L.
    Vice President
    Phone icon
    Feb 27, 2025
  • Stylized image of a person
    R. B.
    Principal
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    A. B.
    Financial Advisor
    Phone icon
    Jun 01, 2026
  • Stylized image of a person
    A. O.
    Board Member
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    S. C.
    Department Of Commerce
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    C. R.
    Sr. Accountant For Investment Advisory Firm
    Phone icon
    Jun 30, 2026

Frequently Asked Questions

What is First Western Advisors known for?

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First Western Advisors was founded in 1982 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore First Western Advisors's company overview page for more information.

What is First Western Advisors's most common email format?

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First Western Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more First Western Advisors email formats with LeadIQ.

How many employees does First Western Advisors have currently?

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First Western Advisors has approximately 21 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are First Western Advisors's key employees and leadership?

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As of July 2026, First Western Advisors's key employees include:

  • President: R. H.
  • Vice President: J. L.
  • Principal: R. B.
  • Financial Advisor: A. B.
  • Board Member: A. O.

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