First Foundation Advisors recognized on CNBC Top 100 Financial Advisor List
First Foundation Advisors has been recognized by CNBC on their Top 100 Financial Advisor List for 2021. The list encompasses RIA firms who successfully partner with clients on their financial journey and First Foundation Advisors is honored to be included for 2021.
“We are honored to be included on CNBC’s FA 100 List for 2021,” said Rick Keller, Chairman, First Foundation Advisors. “Our focus has always been on providing the best client experience, and we are proud that our dedication to our clients and team professionals has been recognized. We look forward to continuing to serve the wealth and well-being of our clients for years to come.”
CNBC works alongside AccuPoint Solutions to help analyze all the data and ensure they are selecting the top RIA firms using a range of information including firm’s compliance record, assets under management, make-up of the team, and several other important factors.
Please Note: Limitations: Neither rankings and/or 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 he/she will experience a certain level of results if First Foundation is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation criteria/methodology, to the extent applicable). Unless expressly indicated to the contrary, First Foundation did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of First Foundation by any of its clients. ANY QUESTIONS: First Foundation’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.