First Foundation Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Irvine, CA. Its latest Form ADV filing, dated April 28, 2026, reports $5.1B in regulatory assets under management, 53 employees, 10 offices, and 3,373 accounts.
Assets Under Management
$5.1B
Employees
53
Offices
10 offices
Total Clients
1,316
Primary office
IRVINE, CA
18101 VON KARMAN AVE, SUITE 700, IRVINE, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 47.3% of total clients.
Top client categories% of clientsClients
1
HNWI
47.3%
623
2
Individuals
32.7%
430
3
Banks
11.9%
157
4
Corporations
4.3%
57
5
Charitable
2.3%
30
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.1Bas of April 28, 2026
Discretionary98.4%
$5.0B
98% of total RAUM98.4%
Non-discretionary1.6%
$81M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.1B
Total Accounts3,373
10Y AUM Change+$1.5B (+41.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees53
Clients per Employee25:1
10Y Employee Change-10 (-15.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.