First Foundation Advisors Recognized as a Top Registered Investment Advisory Firm by Barron’s
22 Setembro 2023 - 9:22AM
Business Wire
First Foundation Inc. (NYSE: FFWM) (“First Foundation” or the
“Company”), a financial services company with two wholly-owned
operating subsidiaries, First Foundation Advisors and First
Foundation Bank, announced today its inclusion on the list of 2023
Top 100 RIA Firms by Barron's. The annual list recognizes the
top-ranked RIAs in the country based on Barron’s proprietary
ranking system that includes assets under management, revenue, and
quality of practice.
"At First Foundation Advisors, we are proud to be recognized as
one of Barron’s Top Registered Investment Advisors," said John
Hakopian, President, First Foundation Advisors. "As a partner in
your financial journey, we hold ourselves accountable to the
highest standards of integrity, transparency, and personalized
service. This recognition fuels our passion for delivering
innovative solutions and unwavering dedication to our clients and
communities."
The Barron's list evaluates financial advisors based on a
comprehensive set of criteria, including type of assets under
management, growth of the advisors’ practice, client retention, and
qualitative factors such as the advisors’ experience, their
advanced degrees, industry designations, philanthropic efforts, and
other metrics.
First Foundation Advisors believes its inclusion on the Barron's
Top 100 RIA Firms list underscores its 33-year heritage and its
focus on providing personalized investment guidance and thoughtful
financial planning.
“We are immensely proud of our team’s achievements and their
unwavering dedication to our clients,” added Rick Keller, CFP®,
Chairman, First Foundation Advisors. “We take pride in delivering
the highest level of service, value, and expertise to our clients
as they navigate their financial journeys.”
Please Note: Limitations. Neither rankings nor
recognitions by unaffiliated rating services, publications, media,
or other organizations, nor the achievement of any professional
designation, certification, degree or license, membership in any
professional organization, or any amount of prior experience or
success, should be construed by a client or prospective client as a
guarantee that the client will experience a certain level of
results if the firm is engaged, or continues to be engaged, to
provide investment advisory services. A fee was not paid by the
firm to receive the ranking. The ranking is based upon specific
criteria and methodology (see ranking criteria/methodology). No
ranking or recognition should be construed as an endorsement by any
past or current client of the firm.
About First Foundation
First Foundation Inc. (NYSE: FFWM) and its subsidiaries offer
personal banking, business banking, and private wealth management
services, including investment, trust, insurance, and philanthropy
services. This comprehensive platform of financial services is
designed to help clients at any stage in their financial journey.
The broad range of financial products and services offered by First
Foundation are more consistent with those offered by larger
financial institutions, while its high level of personalized
service, accessibility, and responsiveness to clients is more
aligned with community banks and boutique wealth management firms.
This combination of an integrated platform of comprehensive
financial products and personalized service differentiates First
Foundation from many of its competitors and has contributed to the
growth of its client base and business. Learn more at
firstfoundationinc.com or connect with us on LinkedIn and
Twitter.
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version on businesswire.com: https://www.businesswire.com/news/home/20230921130390/en/
Investor and Media Contact: Alyssa Haney Digital
Marketing Manager ahaney@ff-inc.com (239) 359-8523
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