FIRST FOUNDATION ADVISORS
CRD #106075 SEC #801-35973 IRVINE, CA 949-476-0300
SEC Registered
Total AUM
$5.4B
Discretionary
$5.4B
Employees
62
Clients
11
Accounts
3,945
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $5.4B | $5.4B | $86M | 62 | 0 |
| Jun 2025 | $5.4B | $5.4B | $86M | 62 | 0 |
| Apr 2025 | $5.4B | $5.4B | $86M | 62 | 0 |
| Mar 2025 | $5.4B | $5.4B | $86M | 62 | 0 |
| Oct 2024 | $5.2B | $5.2B | $92.3M | 67 | 0 |
| Mar 2024 | $5.2B | $5.2B | $92.3M | 67 | 0 |
| Mar 2024 | $5.2B | $5.2B | $92.3M | 67 | 0 |
| Nov 2023 | $5B | $4.9B | $90.6M | 69 | 0 |
| Nov 2023 | $5B | $4.9B | $90.6M | 69 | 0 |
| Jul 2023 | $5B | $4.9B | $90.6M | 69 | 0 |
| May 2023 | $5B | $4.9B | $90.6M | 69 | 0 |
| Mar 2023 | $5B | $4.9B | $90.6M | 69 | 0 |
| Mar 2023 | $5B | $4.9B | $90.6M | 69 | 0 |
| Feb 2023 | $5.7B | $5.6B | $105.4M | 66 | 0 |
| Oct 2022 | $5.7B | $5.6B | $105.4M | 66 | 0 |
| Apr 2022 | $5.7B | $5.6B | $105.4M | 66 | 0 |
| Mar 2022 | $5.7B | $5.6B | $105.4M | 66 | 0 |
| Mar 2022 | $5.7B | $5.6B | $105.4M | 66 | 0 |
| Mar 2022 | $4.9B | $4.8B | $111.5M | 63 | 0 |
| Oct 2021 | $4.9B | $4.8B | $111.5M | 63 | 0 |
| Oct 2021 | $4.9B | $4.8B | $111.5M | 63 | 0 |
| Apr 2021 | $4.9B | $4.8B | $111.5M | 63 | 0 |
| Mar 2021 | $4.9B | $4.8B | $111.5M | 63 | 0 |
| Mar 2021 | $4.4B | $4.3B | $97.3M | 69 | 0 |
| Jun 2020 | $4.4B | $4.3B | $97.3M | 69 | 0 |
| Mar 2020 | $4.4B | $4.3B | $97.3M | 69 | 0 |
| Jun 2019 | $3.9B | $3.8B | $165.7M | 66 | 0 |
| Mar 2019 | $3.9B | $3.8B | $165.7M | 66 | 0 |
| Jul 2018 | $4.3B | $4.2B | $140.2M | 64 | 0 |
| Apr 2018 | $4.3B | $4.2B | $140.2M | 64 | 0 |
| Sep 2017 | $4B | $3.9B | $131.2M | 63 | 1,300 |
| Aug 2017 | $4B | $3.9B | $131.2M | 63 | 1,300 |
| May 2017 | $3.6B | $3.5B | $135M | 63 | 1,300 |
| Apr 2017 | $3.6B | $3.5B | $135M | 63 | 1,300 |
| Mar 2017 | $3.6B | $3.5B | $135M | 63 | 1,300 |
| Sep 2016 | $3.5B | $3.4B | $135.5M | 63 | 1,300 |
| Aug 2016 | $3.5B | $3.4B | $135.5M | 63 | 1,300 |
| Jun 2016 | $3.5B | $3.4B | $69.2M | 63 | 1,300 |
| Mar 2016 | $3.5B | $3.4B | $69.2M | 63 | 1,300 |
| Sep 2015 | $3.4B | $3.3B | $80.4M | 56 | 1,300 |
| Mar 2015 | $3.2B | $3.1B | $81.2M | 56 | 1,300 |
| Feb 2015 | $3.2B | $3.1B | $80.8M | 58 | 1,200 |
| Oct 2014 | $3.2B | $3.1B | $80.8M | 58 | 1,200 |
| Aug 2014 | $2.9B | $2.9B | $88.5M | 58 | 1,200 |
| Mar 2014 | $2.6B | $2.5B | $87.1M | 58 | 1,200 |
| Dec 2013 | $2.5B | $2.4B | $86.6M | 52 | 1,200 |
| Oct 2013 | $2.2B | $2.2B | $73.5M | 52 | 1,200 |
| Sep 2013 | $2.2B | $2.2B | $73.5M | 52 | 1,200 |
| Mar 2013 | $2.2B | $2.2B | $73.5M | 52 | 1,200 |
| Feb 2013 | $2.1B | $2.1B | $64.6M | 44 | 1,100 |
| Oct 2012 | $2.1B | $2.1B | $64.6M | 44 | 1,100 |
| Jul 2012 | $2B | $2B | $62.3M | 11 | 1,100 |
| Apr 2012 | $2B | $1.9B | $63.4M | 11 | 1,100 |
| Mar 2012 | $1.8B | $1.8B | $54.2M | 11 | 1,100 |
| Mar 2011 | $1.5B | $1.5B | $18.6M | -- | -- |
| Jan 2011 | $1.5B | $1.5B | $18.6M | -- | -- |
| Mar 2010 | $1.1B | $1.1B | $17.1M | -- | -- |
| Oct 2009 | $816.5M | $801.9M | $14.6M | -- | -- |
| Apr 2009 | $816.5M | $801.9M | $14.6M | -- | -- |
| Jan 2008 | $1.1B | $1.1B | $2.5M | -- | -- |
| Oct 2007 | $1.1B | $1.1B | $2.5M | -- | -- |
| Mar 2007 | $1.1B | $1.1B | $2.5M | -- | -- |
| Feb 2007 | $949M | $945M | $4M | -- | -- |
| Mar 2004 | $620.9M | $611.9M | $8.9M | -- | -- |
DateNov 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$86M
Employees62
Clients0
DateJun 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$86M
Employees62
Clients0
DateApr 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$86M
Employees62
Clients0
DateMar 2025
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$86M
Employees62
Clients0
DateOct 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$92.3M
Employees67
Clients0
DateMar 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$92.3M
Employees67
Clients0
DateMar 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$92.3M
Employees67
Clients0
DateNov 2023
Total AUM$5B
Discretionary$4.9B
Non-Disc.$90.6M
Employees69
Clients0
DateNov 2023
Total AUM$5B
Discretionary$4.9B
Non-Disc.$90.6M
Employees69
Clients0
DateJul 2023
Total AUM$5B
Discretionary$4.9B
Non-Disc.$90.6M
Employees69
Clients0
DateMay 2023
Total AUM$5B
Discretionary$4.9B
Non-Disc.$90.6M
Employees69
Clients0
DateMar 2023
Total AUM$5B
Discretionary$4.9B
Non-Disc.$90.6M
Employees69
Clients0
DateMar 2023
Total AUM$5B
Discretionary$4.9B
Non-Disc.$90.6M
Employees69
Clients0
DateFeb 2023
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$105.4M
Employees66
Clients0
DateOct 2022
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$105.4M
Employees66
Clients0
DateApr 2022
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$105.4M
Employees66
Clients0
DateMar 2022
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$105.4M
Employees66
Clients0
DateMar 2022
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$105.4M
Employees66
Clients0
DateMar 2022
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$111.5M
Employees63
Clients0
DateOct 2021
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$111.5M
Employees63
Clients0
DateOct 2021
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$111.5M
Employees63
Clients0
DateApr 2021
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$111.5M
Employees63
Clients0
DateMar 2021
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$111.5M
Employees63
Clients0
DateMar 2021
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$97.3M
Employees69
Clients0
DateJun 2020
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$97.3M
Employees69
Clients0
DateMar 2020
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$97.3M
Employees69
Clients0
DateJun 2019
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$165.7M
Employees66
Clients0
DateMar 2019
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$165.7M
Employees66
Clients0
DateJul 2018
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$140.2M
Employees64
Clients0
DateApr 2018
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$140.2M
Employees64
Clients0
DateSep 2017
Total AUM$4B
Discretionary$3.9B
Non-Disc.$131.2M
Employees63
Clients1,300
DateAug 2017
Total AUM$4B
Discretionary$3.9B
Non-Disc.$131.2M
Employees63
Clients1,300
DateMay 2017
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$135M
Employees63
Clients1,300
DateApr 2017
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$135M
Employees63
Clients1,300
DateMar 2017
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$135M
Employees63
Clients1,300
DateSep 2016
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$135.5M
Employees63
Clients1,300
DateAug 2016
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$135.5M
Employees63
Clients1,300
DateJun 2016
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$69.2M
Employees63
Clients1,300
DateMar 2016
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$69.2M
Employees63
Clients1,300
DateSep 2015
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$80.4M
Employees56
Clients1,300
DateMar 2015
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$81.2M
Employees56
Clients1,300
DateFeb 2015
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$80.8M
Employees58
Clients1,200
DateOct 2014
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$80.8M
Employees58
Clients1,200
DateAug 2014
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$88.5M
Employees58
Clients1,200
DateMar 2014
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$87.1M
Employees58
Clients1,200
DateDec 2013
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$86.6M
Employees52
Clients1,200
DateOct 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$73.5M
Employees52
Clients1,200
DateSep 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$73.5M
Employees52
Clients1,200
DateMar 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$73.5M
Employees52
Clients1,200
DateFeb 2013
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$64.6M
Employees44
Clients1,100
DateOct 2012
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$64.6M
Employees44
Clients1,100
DateJul 2012
Total AUM$2B
Discretionary$2B
Non-Disc.$62.3M
Employees11
Clients1,100
DateApr 2012
Total AUM$2B
Discretionary$1.9B
Non-Disc.$63.4M
Employees11
Clients1,100
DateMar 2012
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$54.2M
Employees11
Clients1,100
DateMar 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$18.6M
Employees--
Clients--
DateJan 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$18.6M
Employees--
Clients--
DateMar 2010
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$17.1M
Employees--
Clients--
DateOct 2009
Total AUM$816.5M
Discretionary$801.9M
Non-Disc.$14.6M
Employees--
Clients--
DateApr 2009
Total AUM$816.5M
Discretionary$801.9M
Non-Disc.$14.6M
Employees--
Clients--
DateJan 2008
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.5M
Employees--
Clients--
DateOct 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.5M
Employees--
Clients--
DateMar 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.5M
Employees--
Clients--
DateFeb 2007
Total AUM$949M
Discretionary$945M
Non-Disc.$4M
Employees--
Clients--
DateMar 2004
Total AUM$620.9M
Discretionary$611.9M
Non-Disc.$8.9M
Employees--
Clients--