First Western Advisors - Crunchbase Company Profile & Funding

Overview

First Western Advisors

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About First Western Advisors

CB Rank

1488561

First Western Advisors is a provider of financial services.

Founded

obfuscation

Private

Holladay, Tennessee, United States

11-50

www.fwainvest.com

Finance

Financial Services

Lending

Retirement

Risk Management

Key People

Gary W. Teran: President & CEO

Details

Legal Name

Raymond James Financial Services Advisors, Inc.

Operating Status

Active

Company Type

For Profit

About the Company

First Western Advisors provides financial and investment planning services to clients. They offer cash management and lending solutions based on short and long term needs.

Phone Number

+1 801 930 6500

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management for Families

Offers a structured approach to managing family wealth, focusing on financial planning and investment strategies.

Wealth Management for Families

Offers a structured approach to managing family wealth, focusing on financial planning and investment strategies.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

11-50

Employee Profiles

Contacts

Employee Profiles

Gary W. Teran President & CEO

News

News and Press

News•

Oct 21, 2025

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

Monthly Web Visits

IT Spend

$64.2K

This year,

First Western Advisors

is projected to spend

$64.2K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Consumption Forecasting	91
Expel	91
Advocacy Programs	87

Active Website Tech Count

First Western Advisors

is actively using

technologies for its website, according to BuiltWith. These include

HSTS

LetsEncrypt

, and

Google Tag Manager

Total IP

First Western Advisors

has

registered trademark in the '

Insurance; financial affairs

' class, according to IPqwery.

Lists Featuring This Company

Tennessee Companies With Fewer Than 100 Employees (Top 10K)

9,735 Number of Organizations • $8.5B Total Funding Amount • 1,866 Number of Investors

Lending Companies With Less Than $10M in Revenue (Top 10K)

9,966 Number of Organizations • $36B Total Funding Amount • 2,950 Number of Investors

Tennessee Companies With Fewer Than 1000 Employees (Top 10K)

9,822 Number of Organizations • $34B Total Funding Amount • 2,431 Number of Investors

Lending Companies With More Than $1M in Revenue (Top 10K)

9,995 Number of Organizations • $229B Total Funding Amount • 4,716 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

First Western Advisors

's headquarters?

First Western Advisors

is located in

Holladay, Tennessee, United States