About First Heartland Consultants, Inc.
<p>Founded in 1984, First Heartland Consultants, Inc. has built its business around long-term relationships with independent advisors rather than short-term revenue goals. The firm is an SEC-registered investment advisor (RIA) with headquarters in Lake Saint Louis in the St. Louis metro area, and it works with clients in all 50 states.</p> <p>First Heartland Consultants reports $1.8B in assets under management (2026). Along with investment advisory work, the firm supports independent registered representatives through a mix of BD, RIA, and BGA services, with flexibility for different operating styles, including third-party management and “Rep as PM.”</p> <p>Technology is a practical differentiator here: First Heartland Consultants uses paperless order technology for brokerage, life insurance, and annuities, plus tools for client contact management and research. For retirement plan sponsors and financial professionals looking for <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>, the firm also offers 3(21) fiduciary services.</p> <ul> <li>SEC-registered investment advisor (RIA)</li> <li>Founded in 1984</li> <li>Headquartered in Lake Saint Louis (St. Louis metro), serving all 50 states</li> <li>$1.8B AUM (2026)</li> <li>Services include 3(21) fiduciary support plus BD/RIA/BGA platform services</li> </ul>
Website: https://www.firstheartland.com/
Office Locations
- Lake Saint Louis, MO (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.8B