The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

55. First Foundation Advisors

CNBC.com staff@CNBC
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First Foundation Advisors, based in Irvine, California, is ranked No. 55 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $5.2B (AccuPoint Solutions)

Years in Business: 34 (AccuPoint Solutions)

Accounts Under Management: 4,065 (AccuPoint Solutions)

Previous appearances on FA 100 List: 3 (No. 17 in 2023)

Principals:

John Hakopian, President

Rick Keller, Chairman

Contact:

firstfoundationinc.com

18101 Von Karman Avenue, Suite 700, Irvine, CA 92612

(949) 476-0300

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