This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-28-1990
- Office Locations
- 8
Office Locations
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.
Reported data analysis
What the numbers show
Between November 6, 2025 and July 29, 2026, reported AUM decreased 7.0%, from $5.4B to $5.1B.
Across 5 reported observations, AUM decreased 10.9% between October 3, 2022 and July 29, 2026, from $5.7B to $5.1B.
Of the latest reported AUM, 98.4% is discretionary and 1.6% is non-discretionary.
The firm reports 28 advisory representatives and 1,316 clients, or 47 clients per representative. That equates to $3.8M in reported AUM per client.
The profile lists 8 reported office locations and 36 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review First Foundation Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full First Foundation Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN AVAK HAKOPIAN
Advisor, Chief Investment Officer, President
- CRD
- #2159595
- Ownership
- Less than 5%
Robert James Roche
Chief Compliance Officer
- CRD
- #2463984
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
ARA MOSES ABAJIAN
Wealth Advisor
- CRD
- #7532189
NEIL CHRISTOPHER AMOR
Managing Director
- CRD
- #1746699
Showing 2 of 39 contacts
Unlock allAssets Under Management
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
First Foundation Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
First Foundation Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing