Wealth Manager
    SEC Registered
    Manages Private Funds

    Foundations Investment Advisors LLC

    Registered investment advisor · Phoenix, Arizona · CRD #175083

    Assets Under Management
    $10.1B
    Client Accounts
    63,604
    Employees
    353
    CRD Number
    175083
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Institutional

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Foundations Investment Advisors LLC

    Foundations Investment Advisors, LLC (FIA) is an SEC-registered investment advisor firm established in 2015 and based in Scottsdale, Arizona. The firm specializes in providing investment advisory services and resources primarily to financial advisors and their clients, as well as offering direct services to individual and institutional investors. FIA is led by CEO Bryon Rice, who has over 20 years of experience in financial services, and manages billions in assets. FIA operates as a wealth mana

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Foundations Investment Advisors LLC

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    Frequently Asked Questions

    What is Foundations Investment Advisors LLC's AUM?

    Foundations Investment Advisors LLC reports approximately $10.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Foundations Investment Advisors LLC headquartered?

    Foundations Investment Advisors LLC is headquartered in Phoenix, Arizona.

    What is Foundations Investment Advisors LLC's CRD number?

    Foundations Investment Advisors LLC's CRD number is 175083. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Foundations Investment Advisors LLC manage?

    Foundations Investment Advisors LLC manages approximately 63,604 client accounts according to its latest SEC filing.

    Is Foundations Investment Advisors LLC SEC registered?

    Yes, Foundations Investment Advisors LLC is registered with the SEC as an investment adviser with an approved registration status.

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