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FIRST FOUNDATION ADVISORS

Advisory

N·IRVINE, CA

Data as of Feb 21, 2026 · Source: SEC Form ADV

Total AUM

$5.4B

1-Year AUM Growth

+5.3%

3-Year CAGR

+2.1%

Employees

33

Assets Under Management

Total AUM$5.4B

Discretionary AUM$5.4B

Non-Discretionary AUM$86M

Discretionary %98.4%

Total Clients1,377

Team

Total Employees33

Investment Advisers62

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record77

First FilingJan 31, 2001

Latest FilingFeb 21, 2026

🔒 Full AUM trend chart and 77 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FIRST FOUNDATION ADVISORS

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.