First Foundation Advisors Recognized as a Top Registered Investment Advisory Firm by Barron’s
DALLAS, September 22, 2023--(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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Contacts
Investor and Media Contact:
Alyssa Haney
Digital Marketing Manager
ahaney@ff-inc.com
(239) 359-8523
