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First National Advisors LLC

EST. AUM
$1,366,635,859

CONTACTS
2

CLIENT ACCOUNTS
2,337

Firm Details

Metro area Boston
CRD Number 120859
Website marinerwealthadvisors.com
Client types

Overview

First National Advisors is a specialized independent RIA that integrated with Mariner in early 2026. Based in Rockland, Massachusetts, the firm is widely recognized for its "True Wealth MD" program, which provides bespoke financial planning and investment management tailored to the unique complexities of dental and medical professionals. Managing approximately $1.5 billion in assets, the firm combines personal wealth management with institutional retirement plan consulting. As part of the Mariner network, the firm leverages expanded national resources in tax, estate, and trust services while maintaining its high-touch, fiduciary-centered approach for growth-minded healthcare practitioners and institutions.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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