A complete list of active advisors currently associated with First Foundation Advisors

Warmer can help you find a great advisor at First Foundation Advisors or one who fits your needs even better.

First Foundation Advisors provides discretionary and non‑discretionary investment management and financial planning to individuals, families, businesses and retirement plans, and also accepts ERISA plan engagements. The firm acts both as a traditional adviser for retail and high‑net‑worth clients and as a sub‑adviser to registered investment companies. Its investment process uses an open‑architecture, multi‑asset approach that combines strategic and tactical asset allocation with mutual funds, ETFs, independent sub‑advisers, private funds, interval funds and selective options strategies; the firm will only implement cryptocurrency exposure with a client’s express authorization. Financial planning can be delivered as part of ongoing management or on a stand‑alone basis, and the firm applies an AI policy to govern use of AI tools while retaining human oversight of all recommendations. Noteworthy differences from many peers include its ownership by a publicly traded bank holding company (FirstSun) and affiliation with Sunflower Bank, which results in referral arrangements for banking, trust and insurance products and related disclosures and client opt‑out options. The firm also serves investment‑company clients as a sub‑adviser, may invest client assets in funds it sub‑advises (with disclosed conflicts and fee credits where required), and will consider performance‑based fee arrangements for qualified clients meeting the firm’s specified asset or net‑worth thresholds.

To learn more about the advisors currently working at First Foundation Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.