First Republic Investment Advisors
First Republic Investment Advisors (FRIA) is an independent financial services firm committed to providing world-class consulting and advice to affluent individuals, families, endowments, foundations and institutions. With offices in San Francisco, Los Angeles, New York, Palm Beach, San Diego and Seattle, FRIA is uniquely positioned to leverage its local and global presence to provide customized private wealth management solutions to meet the sophisticated and ever-changing demands of its elite clientele.
Since its inception in 1998, FRIA has developed an unparalleled level of expertise and a commitment to rigorous accountability and excellence in practice. In 2019, FRIA was named the #1 Registered Investment Advisor by The Financial Times in their Top US Financial Advisors Survey, and was recognized as the Gold Winner in Barrons Top Advisory Firms Ranking. FRIA also consistently ranks among the top ten independent advising firms in the country.
FRIA specializes in providing comprehensive wealth management services including portfolio management, financial planning, tax preparation, estate planning, trust services and insurance consulting. No matter the needs of the individual, FRIA tailors a customized portfolio and plan designed to meet their specific objectives. Clients have access to a broad selection of investment products, including stocks, bonds, mutual funds, exchange-traded funds, and alternative investments such as private equity, venture capital, and hedge funds.
FRIA also offers deep intellectual capital, fundamental research and portfolio analytics tailored to the needs of its clients. Drawing on its team of experienced investment professionals, FRIA provides individualized, customized financial advice that is supported by the firms proprietary research, state of the art technology and corporate resources.
At FRIA, clients receive personal service, with a dedicated team of advisors and advisors-in-training, who are eager to build relationships with their clients. As part of the client experience, FRIA performs comprehensive due diligence on all investments, as well as ongoing monitoring and reporting of performance.
In addition to its traditional offerings, FRIA has advanced in the digital age, providing clients with advanced, web-based services such as secure web portals, and mobile applications that give clients instant access to their portfolio data and account information. Whether clients are seeking efficient investment management strategies or the latest in technology, FRIA is the right choice.
As a company, FRIA places the highest priority on best practices, ethical standards and transparency. All of the firms experiences professionals and associates seek to provide a valuable experience for every client who entrusts the firm with their financial matters.
At FRIA, the team of talented advisors are dedicated to providing the highest level of financial advice to their clients. Through its integrated approach to wealth management, FRIA is able to produce tailored solutions to any financial needs, while adhering to the highest ethical and professional standards. With its deep financial knowledge, world-class resources and commitment to exemplary service, FRIA offers an experience unlike any other.
