Foundations Investment Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Phoenix, AZ. Its latest Form ADV filing, dated March 27, 2026, reports $10.1B in regulatory assets under management, 353 employees, 85 offices, and 63,604 accounts.
Assets Under Management
$10.1B
Employees
353
Offices
85 offices
Total Clients
29,663
Primary office
PHOENIX, AZ
4050 E. COTTON CENTER BLVD., SUITE 40, PHOENIX, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.5% of total clients.
Top client categories% of clientsClients
1
Individuals
79.5%
23,568
2
HNWI
20.4%
6,047
3
Corporations
0.1%
25
4
Pension Plans
0.1%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.1Bas of March 27, 2026
Discretionary100.0%
$10.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$10.1B
Total Accounts63,604
10Y AUM Change+$10.0B (+9986.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees353
Clients per Employee84:1
10Y Employee Change+306 (+651.1%)
* 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.