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Foundations Investment Advisors, LLC Employee Directory

Investment ManagementArizona, United States51-200 Employees

Foundations Investment Advisors, LLC operates in the investment management industry as an SEC-registered investment adviser based in Phoenix, Arizona. The firm maintains a mid-sized team of portfolio managers and planners and pursues an active, risk-based investment approach. It supports financial advisors by providing tools to help them develop efficient, goals-based financial plans for investors, while prioritizing a transparent and efficient investor experience. The company has been described by FA Magazine as among the fastest-growing RIAs. Publicly noted activity in 2024–2025 includes taking new stakes in a range of assets, such as the iShares MSCI EAFE Min Vol Factor ETF and Nokia Oyj.

Find Foundations Investment Advisors, LLC employees' phone numbers or email addresses

Foundations Investment Advisors, LLC Global Highlights

Location
Employees

North America
89

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  • United States Of America
    89

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Foundations Investment Advisors, LLC's Leadership

  • Chief Investment Officer at Foundations Investment Advisors, LLC
    D. Y.
    Chief Investment Officer
    Mobile Phone
  • Vice President Of Financial Planning Analysis at Foundations Investment Advisors, LLC
    J. R.
    Vice President Of Financial Planning Analysis
    Mobile Phone
  • President at Foundations Investment Advisors, LLC
    J. F.
    President
    Mobile Phone
  • Founder at Foundations Investment Advisors, LLC
    B. R.
    Founder
    Mobile Phone
  • Director Of Operations at Foundations Investment Advisors, LLC
    K. G.
    Director Of Operations
    Mobile Phone
  • Relationship Manager at Foundations Investment Advisors, LLC
    C. C.
    Relationship Manager
    Mobile Phone
  • Advisor Services Relationship Manager at Foundations Investment Advisors, LLC
    B. M.
    Advisor Services Relationship Manager
    Mobile Phone
  • Junior Trader at Foundations Investment Advisors, LLC
    J. B.
    Junior Trader
    Mobile Phone

Foundations Investment Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Engineering
  • Finance
  • Legal
  • Other
  • Sales
  • Business Development

Contact profiles from Foundations Investment Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Compliance Specialist at Foundations Investment Advisors, LLC
    N. H.
    Compliance Specialist
    Mobile Phone
    Oct 17, 2024
  • Compliance Specialist at Foundations Investment Advisors, LLC
    N. S.
    Compliance Specialist
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Foundations Investment Advisors, LLC known for?

Minus sign iconPlus sign iconFoundations Investment Advisors, LLC was founded in 2010 and operates in the Investment Management industry. Explore Foundations Investment Advisors, LLC's company overview page for more information.

What is Foundations Investment Advisors, LLC's most common email format?

Minus sign iconPlus sign iconFoundations Investment Advisors, LLC employees' email format typically follows the pattern of First@fiwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Foundations Investment Advisors, LLC email formats with LeadIQ.

How many employees does Foundations Investment Advisors, LLC have currently?

Minus sign iconPlus sign iconFoundations Investment Advisors, LLC has approximately 77 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Foundations Investment Advisors, LLC's key employees and leadership?

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As of August 2026, Foundations Investment Advisors, LLC's key employees include:

  • Chief Investment Officer: D. Y.
  • Vice President Of Financial Planning Analysis: J. R.
  • President: J. F.
  • Founder: B. R.
  • Director Of Operations: K. G.

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