$5.1B Total AUM
$5.0B Disc. AUM
-3.1% 3Y CAGR
53 Employees
1,316 ADV. Clients
36 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Quantum elementUnison atlas +more
- Established Date
- 02-28-1990
- Office Locations
- 10
Office Locations
10850 Wilshire Blvd Suite 100 LOS Angeles CA
18101 VON Karman AVE Suite 700 Irvine CA
500 ALA Moana Boulevard #2A Honolulu HI
About First Foundation Advisors
First Foundation Advisors is the private wealth arm of First Foundation, pairing investment management with wealth planning, philanthropy and trust services, including Nevada trust capabilities. The team serves retail and institutional clients and builds portfolios using a mix of funds and ETFs alongside taxable and municipal fixed income. Platform relationships include Charles Schwab and SEI.
Team overview
45 AVG AGE
$202.5M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
10.9 yrs AVG TENURE
53 Employees
25 Advisory Reps
25 RIA Reps
36yrs Firm Age
Insights
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Asset Classes
Frontier fusion Wave Pioneer Zenith Unison oak Optima
Client Personas
Timber Optima
CRM
Unison value
Custodian
Catalyst catalyst Frontier Insight harbor Pathway zenith Harbor harbor
Fund Managers
Prime eagle
Investment Themes
Pathway oak Alpha wave Optima ember Unison
Investment Vehicles
Crest Bridge Ember
Platform
Wave Harbor signal
Services
Capital Vital pathway Capital Frontier bridge Pioneer Signal pathway Foundation vital Glacier Matrix
Technology
Alpha timber Fusion delta Eagle insight Prime
Owner & Executives
JOHN AVAK HAKOPIAN
Advisor, Chief Investment Officer, President
- CRD
- #2159595
- Ownership
- Less than 5%
(422) 375-4671
wave.peak@eaglecapital.com
in linkedin.com/in/north-insight
R
Robert James Roche
Chief Compliance Officer
- CRD
- #2463984
- Ownership
- Less than 5%
(856) 861-4268
zenith.atlas@wavecapital.com
in linkedin.com/in/vector-ridge
Showing 2 of 2 owners & executives
Unlock allContacts
ARA MOSES ABAJIAN
Wealth Advisor
- CRD
- #7532189
(702) 840-4659
optima.glacier@wavecapital.com
in linkedin.com/in/ember-atlas
NEIL CHRISTOPHER AMOR
Managing Director
- CRD
- #1746699
(950) 583-6205
catalyst.pioneer@unisoncapital.com
in linkedin.com/in/harbor-matrix
P
Pioneer oak
Glacier signal timber
- CRD
- #14413
(585) 577-7833
harbor.horizon@insightcapital.com
in linkedin.com/in/alpha-frontier
Showing 2 of 35 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,982,355,218 | $1,488,603 |
| Non-Discretionary | $81,357,911 | $3,129,150 |
| Total | $5,063,713,129 | $1,501,249 |
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Separately Managed Accounts
Total SMA Asset: $4,919,977,013
Public Funds:
22.2% Equity - Exchange:
11.6% Municipal Bonds:
14.3% U.S. Government/Agency:
11.6% Cash:
8.8% Private Funds:
25.8% Corporate - Investment Grade:
5.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,488,864,605 | 22.2% |
| Equity - Exchange | $777,965,289 | 11.6% |
| Municipal Bonds | $959,043,417 | 14.3% |
| U.S. Government/Agency | $777,965,289 | 11.6% |
| Cash | $590,180,564 | 8.8% |
| Private Funds | $1,730,302,109 | 25.8% |
| Corporate - Investment Grade | $382,276,048 | 5.7% |
| Total | $6,706,597,321 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER QUANTUM | RIDGE MERIDIAN | 0NPUKQKMO | LXSLY | 4.32% | $79,231,703 |
| VALUE NORTH MERIDIAN | NORTH ALPHA | Z3MDUCFIU | ALF | 4.54% | $1,597,130 |
| SUMMIT LEGACY EAGLE | UNISON HARBOR | KHDEZ0R25 | NJE | 5.77% | $117,236,413 |
| SUMMIT MATRIX | UNISON PEAK | TJJSECO38 | CZVM | 11.56% | $8,851,785 |
| GLACIER CREST HORIZON | QUANTUM FUSION | FCM8GWJBU | WIL | 5.69% | $25,390,664 |
| SIGNAL MOMENTUM | FOUNDATION GLACIER | XBN9XVSJ0 | APQ | 1.10% | $35,609,448 |
| HORIZON PRIME ELEMENT | GLACIER LEGACY | YG5NSJFJ9 | NYZP | 3.50% | $29,396,101 |
| FRONTIER RIDGE FUSION | HORIZON HARBOR | BAKKYQZP9 | OAX | 5.88% | $31,643,238 |