FI
FOUNDATIONS INVESTMENT ADVISORS LLC
SEC RegisteredPHOENIX, AZhttps://fiwealth.com480-626-2979
Assets Under Management
$5B–$25B
Employees
353
Office Locations
27 offices
Total Accounts
63604
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 23,568 | $4.7B |
| High Net Worth Individuals | 6,047 | $5.4B |
| Charitable Organizations | 23 | $6.3M |
0 total clients reported on Form ADV.
Leadership
Bryon Rice
OWNER / CEO
Jarrod Dale Florence
PRESIDENT
Office locations
27 offices in 14 states
AZ
PHOENIXHQ
TX
AUSTIN
CO
GRAND JUNCTION
TX
GRAPEVINE
CO
DENVER
TX
LEAGUE CITY
MI
BINGHAM FARMS
TN
FRANKLIN
MA
WALPOLE
KS
TOPEKA
UT
FARMINGTON
TN
CHATAANOOGA
AZ
PHOENIX
FL
TAMPA
CT
WEST HARTFORD
MI
FARMINGTON HILLS
ME
AUBURN
ME
AUGUSTA
MA
WEST SPRINGFIELD
MN
MINNETONKA
KS
WICHITA
TN
CHATTANOOGA
CA
SACRAMENTO
PA
ZELIENOPLE
AZ
SURPRISE
Advisors at this firm
Showing 100 of 127
Joseph Arthur Anderson
Investment Adviser Representative
Daniel J Andreotta
Investment Adviser Representative
Emily Diane Arnold
Investment Adviser Representative
Ernest Anthony Baillargeon
Investment Adviser Representative
Mario Ray Barrera
Investment Adviser Representative
Yvette Barrera
Investment Adviser Representative
Nickolas Bortells
Investment Adviser Representative
Paul Brian Boswell
Investment Adviser Representative
Ian Adam Bradley
Investment Adviser Representative
June Marie Braithwaite
Investment Adviser Representative
Richard Allen Breedwell
Investment Adviser Representative
Ryan Allen Breedwell
Investment Adviser Representative
Dennis Matthew Breier
Investment Adviser Representative
Gerald Brooks
Investment Adviser Representative
Wyatt Broome
Investment Adviser Representative
Eric Brown
Investment Adviser Representative
Philip Christian Bru
Investment Adviser Representative
Donovan Arden Burnham
Investment Adviser Representative
Lee Alexander Busto
Investment Adviser Representative
Alex Cal
Investment Adviser Representative
Jose Julian Cao-Alvira
Investment Adviser Representative
Jared Matthew Carlin
Investment Adviser Representative
Matthew Carlin
Investment Adviser Representative
Andrew Cavasino
Investment Adviser Representative
Donald Fruehauf Chamberlin
Investment Adviser Representative
Donald Fruehauf Chamberlin
Investment Adviser Representative
Coby David Culpepper
Investment Adviser Representative
Glenn Patrick Cummings
Investment Adviser Representative
Peter Jose' D'Arruda
Investment Adviser Representative
Anthony Dages
Investment Adviser Representative
Micheline A Dagher
Investment Adviser Representative
Thomas Derenzis
Investment Adviser Representative
Carol Marie Dewey
Investment Adviser Representative
Michael Andrew Diulus
Investment Adviser Representative
Blake Alexander Dixon
Investment Adviser Representative
Martin Jacob Dolph
Investment Adviser Representative
Joshua Ryan Driskill
Investment Adviser Representative
Emile Paul Dufrene
Investment Adviser Representative
David William Durham
Investment Adviser Representative
Benjamin Roman Dzialo
Investment Adviser Representative
Nathanial P Fort
Investment Adviser Representative
Alma Dan Frandsen
Investment Adviser Representative
Wendy Jane Fredricks
Investment Adviser Representative
Adam Robert Freund
Investment Adviser Representative
Benjamin A Fuchs
Investment Adviser Representative
Bobby Allan Futch
Investment Adviser Representative
Nicholas A Fyntrilakis
Investment Adviser Representative
Brandon Gerfen
Investment Adviser Representative
Andrew Havemeyer Godfrey
Investment Adviser Representative
Aaron Joseph Gravel
Investment Adviser Representative
Colton Green
Investment Adviser Representative
Andrew Thomas Hansen
Investment Adviser Representative
Scott Andrew Hefty
Investment Adviser Representative
Benjamin David Heizer
Investment Adviser Representative
Mark Alan Henry
Investment Adviser Representative
Andrew Logan Henward
Investment Adviser Representative
Douglas David Horne
Investment Adviser Representative
Machi Douglas Horne
Investment Adviser Representative
Sepehr Mehrad Hosseini
Investment Adviser Representative
Alyson Louise Huddleston
Investment Adviser Representative
Erick Alan Jimenez
Investment Adviser Representative
Byron Paul Jimmerson
Investment Adviser Representative
Jake Richard Johnson
Investment Adviser Representative
Ryan Kelly
Investment Adviser Representative
Mohsen Khodaverdi
Investment Adviser Representative
Andrew Conley Kinder
Investment Adviser Representative
Julia Sky King
Investment Adviser Representative
David Aaron Kutcher
Investment Adviser Representative
Joseph Duane Laswell
Investment Adviser Representative
David Michael Lee
Investment Adviser Representative
Bradley Paul Malia
Investment Adviser Representative
Trent Patrick Martin
Investment Adviser Representative
Peter Chase Mason
Investment Adviser Representative
Kermit Dale McGregor
Investment Adviser Representative
Thomas Michalowski
Investment Adviser Representative
John David Miller
Investment Adviser Representative
Tyler Alan Miller
Investment Adviser Representative
Zeid Akeem Muhammad
Investment Adviser Representative
Nicholas Lyne Naccarato
Investment Adviser Representative
Ryan Nowotny
Investment Adviser Representative
Tyler Nowotny
Investment Adviser Representative
Andrew Ogle
Investment Adviser Representative
Christopher Arnold Owens
Investment Adviser Representative
Richard John Pelletier
Investment Adviser Representative
Alex B Perez
Investment Adviser Representative
Andrew Robert Perry
Investment Adviser Representative
Gaetan Reginald Policard
Investment Adviser Representative
Austin James Porchelli
Investment Adviser Representative
Michael Todd Pugsley
Investment Adviser Representative
Martin Scott Rasmussen
Investment Adviser Representative
Linda Marie Roberts
Investment Adviser Representative
Summer Anne Roberts
Investment Adviser Representative
Lora Kay Rolin
Investment Adviser Representative
Michael Henry Ryan
Investment Adviser Representative
George Vincent Saljian
Investment Adviser Representative
Ethan Samuels
Investment Adviser Representative
Steven Keith Shaw
Investment Adviser Representative
Christopher A Shelton
Investment Adviser Representative
Ronald Anthony Sieber
Investment Adviser Representative
Augustus Skinner
Investment Adviser Representative
Regulatory & compliance
CRD number
#175083
SEC Number
801-100512
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
fiwealth.comPhone
480-626-2979Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FOUNDATIONS INVESTMENT ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.