Data / Investment advisers / Nebraska / First National Advisers, LLC
First National Advisers, LLC, Omaha, NE: $7.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
First National Advisers, LLC is an SEC registered investment adviser with its main office in Omaha, Nebraska and reports $7.4 billion in regulatory assets under management in its Form ADV filed June 16, 2026. Its clients include banks and thrifts, high net worth individuals and investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 277146
- SEC file number
- 801-103473
- SEC status
- Approved, effective August 7, 2015
- Main office
- 14010 FNB Parkway Suite 200, Omaha, NE 68154
- Phone
- (800) 538-7298
- Website
- fnbo.com
- Regulatory AUM
- $7,369,671,462 in the Form ADV filed June 16, 2026
- Discretionary AUM
- $7,369,671,462
- Accounts
- 3,823
- Employees
- 35, of which 20 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 4
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- June 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | Fewer than 5 | $5.14 billion |
| High net worth individuals | 315 | $1.43 billion |
| Investment companies | 1 | $527.1 million |
| Individuals (other than high net worth individuals) | 797 | $242.5 million |
| Corporations or other businesses | 28 | $23.6 million |
| Charitable organizations | 4 | $3.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $7.37 billion | March 19, 2026 |
| December 1, 2025 | $6.57 billion | October 21, 2025 |
Other advisers in Omaha
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | Omaha | $64.84 billion | Not listed | adviserinfo.sec.gov |
| CWM, LLC | Omaha | $50.58 billion | Not listed | adviserinfo.sec.gov |
| Bridges Investment Management Inc | Omaha | $11.31 billion | 1 | adviserinfo.sec.gov |
| Mutual Advisors, LLC | Omaha | $9.45 billion | Not listed | adviserinfo.sec.gov |
| Weitz Investment Management, Inc. | Omaha | $8.08 billion | Not listed | adviserinfo.sec.gov |
| Avior Wealth Management, LLC | Omaha | $6.46 billion | Not listed | adviserinfo.sec.gov |
| M-One Capital | Omaha | $3.77 billion | 11 | adviserinfo.sec.gov |
| Lutz Financial | Omaha | $3.19 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Omaha, NE
- Investment advisers in Nebraska
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving banks and thrifts
- Advisers serving high net worth individuals
- First National Advisers, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.