← Tributary

FIRST FOUNDATION ADVISORS

IRVINE, CA · CRD 106075 · IAPD ↗ · 949-476-0300

$5.06BRegulatory AUM
28Advisory reps
57Employees
0Clients
11-25Planning clients
0Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2026 — FIRST FOUNDATION ADVISORS added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — FIRST FOUNDATION ADVISORS shrank from 33 to 25 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
March 2026 — FIRST FOUNDATION ADVISORS notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.