FOUNDATIONS INVESTMENT ADVISORS LLC
CRD #175083 SEC #801-100512 PHOENIX, AZ 480-626-2979
SEC Registered
Total AUM
$7.2B
Discretionary
$7.1B
Employees
284
Clients
251
Accounts
53,653
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $7.2B | $7.1B | $72.8M | 284 | 0 |
| Oct 2025 | $7.2B | $7.1B | $72.8M | 284 | 0 |
| Sep 2025 | $7.2B | $7.1B | $72.8M | 284 | 0 |
| Sep 2025 | $7.2B | $7.1B | $72.8M | 284 | 0 |
| Jul 2025 | $7.2B | $7.1B | $72.8M | 284 | 0 |
| Apr 2025 | $7.2B | $7.1B | $72.8M | 284 | 0 |
| Apr 2025 | $7.2B | $7.1B | $72.8M | 284 | 0 |
| Apr 2025 | $7.2B | $7.1B | $72.8M | 502 | 0 |
| Mar 2025 | $7.2B | $7.1B | $72.8M | 502 | 0 |
| Nov 2024 | $6.7B | $6.6B | $70.6M | 240 | 0 |
| Oct 2024 | $6.7B | $6.6B | $70.6M | 240 | 0 |
| Aug 2024 | $6.3B | $6.2B | $62.3M | 240 | 0 |
| Apr 2024 | $5.4B | $5.4B | $41.4M | 240 | 0 |
| Mar 2024 | $5.4B | $5.4B | $41.4M | 240 | 0 |
| Mar 2024 | $5.4B | $5.4B | $41.4M | 240 | 0 |
| Oct 2023 | $4.7B | $4.6B | $112.6M | 229 | 0 |
| Sep 2023 | $3.8B | $3.7B | $29.4M | 229 | 0 |
| Aug 2023 | $3.8B | $3.7B | $29.4M | 229 | 0 |
| Jun 2023 | $3.8B | $3.7B | $29.4M | 229 | 0 |
| Jun 2023 | $3.8B | $3.7B | $29.4M | 229 | 0 |
| Apr 2023 | $3.8B | $3.7B | $29.4M | 229 | 0 |
| Mar 2023 | $3.8B | $3.7B | $29.4M | 229 | 0 |
| Aug 2022 | $3.2B | $3.1B | $29.5M | 237 | 0 |
| Jul 2022 | $3.2B | $3.1B | $29.5M | 237 | 0 |
| Jul 2022 | $3.2B | $3.1B | $29.5M | 237 | 0 |
| Jun 2022 | $3.2B | $3.1B | $29.5M | 237 | 0 |
| Mar 2022 | $3.2B | $3.1B | $29.5M | 237 | 0 |
| Sep 2021 | $1.9B | $1.8B | $107M | 163 | 0 |
| Sep 2021 | $1.9B | $1.8B | $107M | 163 | 0 |
| Mar 2021 | $1.9B | $1.8B | $107M | 163 | 0 |
| Mar 2021 | $1.5B | $1.4B | $90.7M | 136 | 0 |
| Aug 2020 | $1.5B | $1.4B | $90.7M | 136 | 0 |
| Jun 2020 | $1.2B | $1.1B | $73.5M | 134 | 0 |
| Mar 2020 | $1.2B | $1.1B | $73.5M | 134 | 0 |
| Jun 2019 | $804.2M | $743.8M | $60.4M | 116 | 0 |
| Jun 2019 | $695.1M | $671.1M | $24.1M | 114 | 0 |
| Jun 2019 | $695.1M | $671.1M | $24.1M | 114 | 0 |
| Apr 2019 | $695.1M | $671.1M | $24.1M | 114 | 0 |
| Feb 2019 | $552.3M | $533M | $19.2M | 98 | 0 |
| Jul 2018 | $403.6M | $397.4M | $6.2M | 88 | 0 |
| May 2018 | $403.6M | $397.4M | $6.2M | 88 | 0 |
| Apr 2018 | $403.6M | $397.4M | $6.2M | 88 | 0 |
| Sep 2017 | $120.5M | $116.2M | $4.3M | 47 | 1,100 |
| Aug 2017 | $120.5M | $116.2M | $4.3M | 47 | 1,100 |
| Jun 2017 | $120.5M | $116.2M | $4.3M | 47 | 1,100 |
| Jun 2017 | $120.5M | $116.2M | $4.3M | 47 | 1,100 |
| Jun 2017 | $120.5M | $116.2M | $4.3M | 47 | 1,100 |
| Apr 2017 | $120.5M | $116.2M | $4.3M | 47 | 1,100 |
| Apr 2017 | $120.5M | $116.2M | $4.3M | 47 | 1,100 |
| Apr 2017 | $100.1M | $95.7M | $4.4M | 47 | 1,100 |
| Apr 2017 | $100.1M | $95.7M | $4.4M | 47 | 1,100 |
| Apr 2017 | $100.1M | $95.7M | $4.4M | 47 | 1,100 |
| Mar 2017 | $100.1M | $95.7M | $4.4M | 47 | 1,100 |
| Mar 2017 | $100.1M | $95.7M | $4.4M | 47 | 1,100 |
| Feb 2017 | $15M | $15M | $0 | 41 | 26 |
| Feb 2017 | $15M | $15M | $0 | 41 | 26 |
| Jan 2017 | $15M | $15M | $0 | 41 | 26 |
| Oct 2016 | $15M | $15M | $0 | 41 | 26 |
| Sep 2016 | $15M | $15M | $0 | 41 | 26 |
| Jun 2016 | $15M | $15M | $0 | 31 | 26 |
| May 2016 | $15M | $15M | $0 | 31 | 26 |
| Apr 2016 | $15M | $15M | $0 | 31 | 26 |
| Apr 2016 | $15M | $15M | $0 | 31 | 26 |
| Mar 2016 | $15M | $15M | $0 | 31 | 26 |
| Mar 2016 | $15M | $15M | $0 | 31 | 26 |
| Jan 2016 | $289K | $289K | $0 | 23 | 1 |
| Nov 2015 | $289K | $289K | $0 | 15 | 1 |
| Nov 2015 | $289K | $289K | $0 | 15 | 1 |
| Oct 2015 | $289K | $289K | $0 | 13 | 1 |
| Oct 2015 | $289K | $289K | $0 | 10 | 1 |
| Oct 2015 | $289K | $289K | $0 | 10 | 1 |
| Aug 2015 | $289K | $289K | $0 | 6 | 1 |
| Aug 2015 | $289K | $289K | $0 | 5 | 1 |
| Aug 2015 | $289K | $289K | $0 | 5 | 1 |
| Jul 2015 | $289K | $289K | $0 | 3 | 1 |
DateDec 2025
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$72.8M
Employees284
Clients0
DateOct 2025
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$72.8M
Employees284
Clients0
DateSep 2025
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$72.8M
Employees284
Clients0
DateSep 2025
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$72.8M
Employees284
Clients0
DateJul 2025
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$72.8M
Employees284
Clients0
DateApr 2025
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$72.8M
Employees284
Clients0
DateApr 2025
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$72.8M
Employees284
Clients0
DateApr 2025
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$72.8M
Employees502
Clients0
DateMar 2025
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$72.8M
Employees502
Clients0
DateNov 2024
Total AUM$6.7B
Discretionary$6.6B
Non-Disc.$70.6M
Employees240
Clients0
DateOct 2024
Total AUM$6.7B
Discretionary$6.6B
Non-Disc.$70.6M
Employees240
Clients0
DateAug 2024
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$62.3M
Employees240
Clients0
DateApr 2024
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$41.4M
Employees240
Clients0
DateMar 2024
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$41.4M
Employees240
Clients0
DateMar 2024
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$41.4M
Employees240
Clients0
DateOct 2023
Total AUM$4.7B
Discretionary$4.6B
Non-Disc.$112.6M
Employees229
Clients0
DateSep 2023
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$29.4M
Employees229
Clients0
DateAug 2023
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$29.4M
Employees229
Clients0
DateJun 2023
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$29.4M
Employees229
Clients0
DateJun 2023
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$29.4M
Employees229
Clients0
DateApr 2023
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$29.4M
Employees229
Clients0
DateMar 2023
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$29.4M
Employees229
Clients0
DateAug 2022
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$29.5M
Employees237
Clients0
DateJul 2022
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$29.5M
Employees237
Clients0
DateJul 2022
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$29.5M
Employees237
Clients0
DateJun 2022
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$29.5M
Employees237
Clients0
DateMar 2022
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$29.5M
Employees237
Clients0
DateSep 2021
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$107M
Employees163
Clients0
DateSep 2021
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$107M
Employees163
Clients0
DateMar 2021
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$107M
Employees163
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$90.7M
Employees136
Clients0
DateAug 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$90.7M
Employees136
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$73.5M
Employees134
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$73.5M
Employees134
Clients0
DateJun 2019
Total AUM$804.2M
Discretionary$743.8M
Non-Disc.$60.4M
Employees116
Clients0
DateJun 2019
Total AUM$695.1M
Discretionary$671.1M
Non-Disc.$24.1M
Employees114
Clients0
DateJun 2019
Total AUM$695.1M
Discretionary$671.1M
Non-Disc.$24.1M
Employees114
Clients0
DateApr 2019
Total AUM$695.1M
Discretionary$671.1M
Non-Disc.$24.1M
Employees114
Clients0
DateFeb 2019
Total AUM$552.3M
Discretionary$533M
Non-Disc.$19.2M
Employees98
Clients0
DateJul 2018
Total AUM$403.6M
Discretionary$397.4M
Non-Disc.$6.2M
Employees88
Clients0
DateMay 2018
Total AUM$403.6M
Discretionary$397.4M
Non-Disc.$6.2M
Employees88
Clients0
DateApr 2018
Total AUM$403.6M
Discretionary$397.4M
Non-Disc.$6.2M
Employees88
Clients0
DateSep 2017
Total AUM$120.5M
Discretionary$116.2M
Non-Disc.$4.3M
Employees47
Clients1,100
DateAug 2017
Total AUM$120.5M
Discretionary$116.2M
Non-Disc.$4.3M
Employees47
Clients1,100
DateJun 2017
Total AUM$120.5M
Discretionary$116.2M
Non-Disc.$4.3M
Employees47
Clients1,100
DateJun 2017
Total AUM$120.5M
Discretionary$116.2M
Non-Disc.$4.3M
Employees47
Clients1,100
DateJun 2017
Total AUM$120.5M
Discretionary$116.2M
Non-Disc.$4.3M
Employees47
Clients1,100
DateApr 2017
Total AUM$120.5M
Discretionary$116.2M
Non-Disc.$4.3M
Employees47
Clients1,100
DateApr 2017
Total AUM$120.5M
Discretionary$116.2M
Non-Disc.$4.3M
Employees47
Clients1,100
DateApr 2017
Total AUM$100.1M
Discretionary$95.7M
Non-Disc.$4.4M
Employees47
Clients1,100
DateApr 2017
Total AUM$100.1M
Discretionary$95.7M
Non-Disc.$4.4M
Employees47
Clients1,100
DateApr 2017
Total AUM$100.1M
Discretionary$95.7M
Non-Disc.$4.4M
Employees47
Clients1,100
DateMar 2017
Total AUM$100.1M
Discretionary$95.7M
Non-Disc.$4.4M
Employees47
Clients1,100
DateMar 2017
Total AUM$100.1M
Discretionary$95.7M
Non-Disc.$4.4M
Employees47
Clients1,100
DateFeb 2017
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees41
Clients26
DateFeb 2017
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees41
Clients26
DateJan 2017
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees41
Clients26
DateOct 2016
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees41
Clients26
DateSep 2016
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees41
Clients26
DateJun 2016
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees31
Clients26
DateMay 2016
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees31
Clients26
DateApr 2016
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees31
Clients26
DateApr 2016
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees31
Clients26
DateMar 2016
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees31
Clients26
DateMar 2016
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees31
Clients26
DateJan 2016
Total AUM$289K
Discretionary$289K
Non-Disc.$0
Employees23
Clients1
DateNov 2015
Total AUM$289K
Discretionary$289K
Non-Disc.$0
Employees15
Clients1
DateNov 2015
Total AUM$289K
Discretionary$289K
Non-Disc.$0
Employees15
Clients1
DateOct 2015
Total AUM$289K
Discretionary$289K
Non-Disc.$0
Employees13
Clients1
DateOct 2015
Total AUM$289K
Discretionary$289K
Non-Disc.$0
Employees10
Clients1
DateOct 2015
Total AUM$289K
Discretionary$289K
Non-Disc.$0
Employees10
Clients1
DateAug 2015
Total AUM$289K
Discretionary$289K
Non-Disc.$0
Employees6
Clients1
DateAug 2015
Total AUM$289K
Discretionary$289K
Non-Disc.$0
Employees5
Clients1
DateAug 2015
Total AUM$289K
Discretionary$289K
Non-Disc.$0
Employees5
Clients1
DateJul 2015
Total AUM$289K
Discretionary$289K
Non-Disc.$0
Employees3
Clients1