First Foundation Advisors

First Foundation Advisors (CRD# 106075) is a financial advisory firm headquartered in Irvine, CA. They manage $5,680,605,805 in 3,935 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,681
    MILLION
  • Total Number of Accounts
    3,935
    ACCOUNTS
  • Average Account Value
    $1,443,610
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, LA, MA, MD, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OR, PA, SC, TN, TX, UT, WA

Financial Advisors at First Foundation Advisors
Showing 1 - 10 of 35 top financial advisors.
1
Neil C. Amor
CRD#: 1746699
18101 Von Karman Avenue, Ste 700, Irvine, CA 92612

Neil Amor (CRD# 1746699) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 25 years of experience in the finance industry.

2
Mark D. Arblaster
CRD#: 1622114
18101 Von Karman Avenue, Ste 700, Irvine, CA 92612

Mark Arblaster (CRD# 1622114) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has 1 year of experience in the finance industry. Mark Arblaster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jennifer K. Cagle
CRD#: 2718221
18101 Von Karman Avenue, Ste 700, Irvine, CA 92612

Jennifer Cagle (CRD# 2718221) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has 1 year of experience in the finance industry. Jennifer Cagle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Stasia E. Cato-Washington
CRD#: 4388318
10850 Wilshire Blvd, Suite 100, Los Angeles, CA 90024

Stasia Cato-Washington (CRD# 4388318) is an Investment Advisor Representative working at First Foundation Advisors in Los Angeles, CA and has over 19 years of experience in the finance industry.

5
Andrew H. Chan
CRD#: 6482979
10850 Wilshire Blvd., Ste 100, Los Angeles, CA 90024

Andrew Chan (CRD# 6482979) is an Investment Advisor Representative working at First Foundation Advisors in Los Angeles, CA and has over 6 years of experience in the finance industry.

6
Cal D. Dickman
CRD#: 4967214
18101 Von Karman Avenue, Suite 700, Irvine, CA 92612

Cal Dickman (CRD# 4967214) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 15 years of experience in the finance industry. Cal Dickman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Brett H. Dulyea
CRD#: 3095155
10850 Wilshire Boulevard, Suite 100, Los Angeles, CA 90024

Brett Dulyea (CRD# 3095155) is an Investment Advisor Representative working at First Foundation Advisors in Los Angeles, CA and has over 24 years of experience in the finance industry.

8
Jeffrey N. Eisfelder
CRD#: 2860100
Jonesborough, TN

Jeffrey Eisfelder (CRD# 2860100) is an Investment Advisor Representative working at First Foundation Advisors in Jonesborough, TN and has over 25 years of experience in the finance industry. Jeffrey Eisfelder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Jonathan T. Endo
CRD#: 4893772
18101 Von Karman Avenue, Suite 700, Irvine, CA 92612

Jonathan Endo (CRD# 4893772) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 17 years of experience in the finance industry.

10
Daniel C. Fan
CRD#: 4456977
18101 Von Karman Avenue, Suite 700, Irvine, CA 92612

Daniel Fan (CRD# 4456977) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 13 years of experience in the finance industry. Daniel Fan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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