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 advisory and financial planning services to individuals, families, businesses and retirement plans, and it also accepts engagements from investment companies. The firm serves as a sub‑adviser to registered mutual funds, can recommend private funds on a non‑discretionary basis, and, through its corporate parent FirstSun Capital Bancorp, coordinates referrals for banking, trust and insurance services. The firm manages client assets using an open‑architecture, multi‑asset approach that draws on equities, fixed income, mutual funds, ETFs, interval and alternative investments and, where appropriate, independent managers; it employs tactical asset allocation and may use options strategies and separate account managers for specialized exposures. First Foundation typically charges asset‑based fees but will consider performance‑based fee arrangements for qualified clients and will not exercise discretionary authority to purchase cryptocurrencies without client authorization. What is distinctive about the firm is its bank holding company affiliation and operating model: it is owned by FirstSun (and integrated with Sunflower Bank), which results in banking and other financial product relationships, referral arrangements and conflicts of interest that the firm discloses and manages. The firm’s business also includes relatively uncommon activities for peers — acting as a sub‑adviser to mutual funds, servicing investment company clients, and facilitating sales or referrals for other financial products and private funds — alongside documented policies on conflicts, custody and the limited use of AI tools in support of advisory services.

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.

You can also browse First Foundation Advisors's office locations.