Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

First Foundation Advisors financial advisors in California

Every SEC-registered investment adviser representative at a First Foundation Advisors office in California, by city and A to Z.

The short answer

22 registered advisors work at First Foundation Advisors in California, out of 27 nationwide; it's the firm's number 1 state by advisors, and the most are in Irvine (19). 8 list the CFP designation and 0 are also registered broker representatives.

First Foundation Advisors advisors by city in California

Every firm in California →

Irvine 19Los Angeles 3

First Foundation Advisors advisors in California, A to Z

Search by name →

First Foundation Advisors advisors in every state →First Foundation Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

First Foundation Advisors in other states

Colorado 4

Questions

How many First Foundation Advisors financial advisors are in California?

22 investment adviser representatives are registered at First Foundation Advisors offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 27 at the firm nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.

Where in California does First Foundation Advisors have the most advisors?

Irvine, with 19, then Los Angeles (3). First Foundation Advisors has advisors in 2 cities in California.

How do I check a First Foundation Advisors advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the First Foundation Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.