First Foundation Advisors

RIASEC RegisteredEst. 1990

Total AUM

$5.1B

Discretionary

$5B

98% of AUM

Avg account

$1.5M

Accounts

3,373

Employees

Advisory reps

Firm details

Headquarters: Irvine, California
CRD number: 106075
Registered since: February 28, 1990
Website: www.firstfoundationinc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI69.02%
Banking / Thrift Institutions9.54%
Corporations / Businesses6.81%
Charitable Organizations6.22%
Individuals4.63%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

First Foundation Advisors is an SEC-registered institutional RIA founded in 1990 that serves both individual/family and institutional clients. The firm operates as a capital allocator and offers a mix of advisory services—financial planning, discretionary portfolio management for individuals and smaller businesses, management for investment companies, pension consulting, and selection of external advisers. It also engages in insurance brokerage and other financial-product sales. The firm charges a variety of fee types (percentage of AUM, hourly, fixed, and performance-based) and reports active engagement with ESG considerations. First Foundation Advisors has been recognized in industry rankings, appearing on Barron’s Top 100 RIA Firms (2021–2024) and CNBC’s Top 100 Financial Advisory Firms (2021–2022).