First Affirmative Financial Network, LLC

EST. AUM
$905,216,708

CONTACTS

CLIENT ACCOUNTS
2,327

Firm Details

Metro area Denver
CRD Number 109036
Website formativefinancial.com
Client types

Overview

Formative is a values-based wealth management and investment advisory platform operated as the DBA of First Affirmative Financial Network, LLC. The firm states that it has delivered values-based wealth management solutions for more than 35 years and serves clients through advisors across the United States. Its investment offering includes values-aligned direct indexing, multi-manager accounts, and managed mutual fund/ETF portfolios. The firm also supports shareholder engagement, proxy voting, and client-specific values screens as part of its investment process. Formative’s advisor platform provides financial planning, tax planning and preparation, estate planning support, insurance analysis, portfolio management, compliance, administration, and technology stack support. In May 2026, YourStake acquired First Affirmative and relaunched the advisory firm as Formative; the release stated that the firm managed nearly $1 billion in assets and that its VADIS direct-indexing solution had reached $330 million in AUM.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

First Affirmative Financial Network, LLC

Platform Details

Investment Preferences

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