Foundations Investment Advisors' History

PAST, PRESENT, & FUTURE

Foundations' Consice History

2015

FIA was Founded

Bryon looked over the financial landscape and anticipated big changes. Foundations Investment Advisors was founded as a new type of RIA that brought holistic wealth management to insurance brokers.

2019

Hit $1B AUM Mark

Foundations has always been focused on growth. In December 2019, Foundation's staff officially crossed the 1 billion dollar AUM threshold. The team had their celebration and then hit the grindstone to continue to provide high quality service to advisors.

2020

New Building in Pheonix

Originally located in Scottsdale, a new space was renovated to fit the growing team and provide amazing marketing resources to advisors. Despite the building not getting high use because of the COVID-19 pandemic, the team continued be unstoppable.

2021

$2B AUM & Counting

Starting in early 2021, FIA crossed the 2 billion dollar threshold by displaying continued dedication to the advisors and their clients. Foundations continues to prove itself in being a unique player in the RIA space. Even earning the distinguished #11 Fastest Growing RIA in the US ¹

NOW

Continuing Growth

Foundations continues to look for ways to partner with advisors to help them grow. Though FIA calibrates strategy and expands our staff, our mission remains the same. We are passionate about growth and dedicated to our advisors.

Executive Team

Our leadership consists of highly accomplished leaders who are leading the industry in innovation.

Explore our Executive Team

Our values

Our guiding principles put our advisor and their clients front and center.
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Explore our Values

Questions?

Have general questions about FIA? Explore our frequently asked questions to find out more about Foundations.

Discover our FAQs

1. Investment advisor services offered through Foundations Investment Advisors LLC (“Foundations”), an SEC registered investment adviser. The 2021 Top 50 Fastest-Growing Firms by Financial Advisor (“FA”) magazine are based on survey submissions received from independent registered adviser firms with at least $500 million in assets under management (“AUM”) as of December 31, 2020. FA does their best to verify the firm’s AUM by reviewing the firm’s Form ADV at adviserinfo.sec.gov. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial of Foundations by any of its clients or that a client or prospective client will experience a higher level of investment performance. Foundations submitted the information to be considered for the ranking and did not pay an application fee to participate. Foundations is not affiliated with FA.

Our History

Foundations' Consice History