Press Release

First Foundation Advisors Named as One of the Top Financial Advisory Firms on the CNBC FA100 List

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 that First Foundation Advisors has been recognized as one of 2023’s top financial advisory firms for the second consecutive year. The CNBC FA100 is an annual list, issued on September 12, 2023, which recognizes firms that provide wealth management services to their clients. First Foundation Advisors ranked seventeenth on the national list.

"We are honored to be included on this esteemed list once again," said Rick Keller, CFP®, Chairman, First Foundation Advisors. "This recognition is a testament to our team's unwavering commitment to providing exceptional financial guidance and service to our clients, and we are grateful to have the opportunity to do so."

The CNBC FA100 is an annual list compiled by CNBC and AccuPoint Solutions, recognizing the top financial advisory firms that best help clients navigate their financial lives. To be included on this list, companies must meet strict eligibility criteria and undergo a comprehensive evaluation process that assesses their performance against key industry benchmarks. This year's rankings were based on a number of factors, including total assets under management, years in business, and accounts managed. There was no compensation directly or indirectly provided in order to obtain this rating.

First Foundation Advisors provides a wide range of financial planning and investment management services, tailored to meet the unique needs and goals of our clients. With a team of experienced financial professionals, we are dedicated to helping our clients achieve their financial objectives and maintain sound financial health.

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.

Investor and Media Contact:
Alyssa Haney
Digital Marketing Manager
(239) 359-8523

Source: First Foundation Inc.

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Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender. NMLS #793235.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

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