What Focus Partners Wealth does

Focus Partners Wealth is the wealth management division of Focus Financial Partners (NASDAQ: FOCS), rebranded in January 2025 from the parent's wealth management division. The firm delivers personalized wealth advisory, investment management, financial planning, family office services, tax services, business management, retirement plan fiduciary services, and institutional investment solutions to high-net-worth individuals, business owners, nonprofits, and institutional clients across the United States. As of January 1, 2026, Focus Partners Wealth reported $181.86 billion in regulatory assets under management and operates with 1,001-5,000 employees, ranking No. 3 on USA TODAY's 2026 Best Financial Advisory Firms List.

The platform operates through a national network of financial advisors and offices, with prospective clients able to locate advisors via a Find an Advisor tool on the company website filtered by specialty and geography. The underlying technology stack is described as a wealth management platform built around financial planning, investment management, and advisory services; no proprietary AI, robo-advisor, or model-portfolio technology is publicly disclosed. The firm's go-to-market is anchored by inorganic growth: since the 2025 rebrand, Focus Partners Wealth has completed or announced at least four RIA acquisitions, including Churchill Management Corporation (~$9.4 billion AUM, announced May 2025), David Wealth Management (completed June 2025), an unnamed $239 million RIA (completed June 2025), and EverNest Financial Advisors (~$960 million AUM, announced June 2026).

Revenue is generated primarily through recurring AUM-based advisory fees, consistent with the standard registered investment advisor model, though the firm does not separately disclose pricing. The business is led by CEO Adam Birenbaum and benefits from the publicly listed parent balance sheet and operating infrastructure of Focus Financial Partners, with an affiliated Focus Partners Advisor Solutions platform launched to support independent RIAs through a partnership with Succession Resource Group announced in February 2026.

Name

Focus Partners Wealth

Legal name

Focus Partners Wealth

Website

https://wealth.focuspartners.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Focus Partners Wealth is the wealth management division of Focus Financial Partners, offering personalized financial planning, investment management, and family office services to high-net-worth individuals, business owners, and institutional clients across the United States, with $181.86 billion in regulatory AUM.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Business Owner & Executive Financial Planning (FSAEAAAO), Affluent / Mass-Affluent Private Banking (FSABADAC)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Family office services
• Retirement plan solutions

Headquarters

HQ city

Clinton

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Services: Focus Partners Wealth generates revenue through wealth management services, likely based on assets under management (AUM) fees, which is standard for registered investment advisors managing client portfolios.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Focus Partners Wealth delivers personalized wealth management and financial planning services to high-net-worth individuals, business owners, and institutional clients through a national network of financial advisors. Core offerings include investment management with research-backed strategies, a structured wealth planning process, family office capabilities (CFO services, business management), tax services, business owner advisory, institutional investment solutions, and retirement plan fiduciary services. The firm operates with $181.86 billion in regulatory assets under management as of January 1, 2026.

Product overview

Focus Partners Wealth is a wealth management platform offering a comprehensive suite of financial services through multiple integrated offerings. The core services include Wealth Management and Wealth Planning, supported by a structured Wealth Planning Process methodology. The platform provides specialized add-on services including Family Office Services (with CFO Services and Business Management), Tax Services, Budget Services, Divorce & Dispute Resolution, and Business Owner Services. Additional service channels include Institutional Services for institutional investors and Retirement Solutions for business retirement plans. The company serves individual investors, business owners, nonprofits, and institutions through a network of financial professionals across the country.

Differentiator

Problem solved

Functional benefit

Brands

• Focus Partners Advisor Solutions: A separate platform providing tools, education, and support for independent RIAs through partnership with Succession Resource Group

Products and services

• Wealth Management Core wealth management service providing personalized financial advice, investment management, and comprehensive financial planning tailored to individual goals, values, and priorities.
• Wealth Planning Comprehensive wealth planning service helping clients prepare for life's big picture by placing personal values, goals, motivations, and priorities at the heart of the planning process.
• Specialized Planning Specialized planning services extending beyond traditional money management by providing access to a network of specialized professionals across the country for individuals, business owners, and nonprofits.
• Family Office Services Comprehensive family office services providing CFO services and business management solutions for high-net-worth individuals and families.
• Investment Planning Research-backed investment strategies and planning designed to help clients focus on what matters while managing their wealth.
• Wealth Planning Process Structured wealth planning process methodology that helps clients prepare for life's big picture with a focus on present enjoyment and future preparation.
• CFO Services Chief Financial Officer-level advisory services for individuals and families requiring sophisticated financial oversight and strategy.
• Business Management Business management services supporting business owners with operational and financial aspects of their enterprises.
• Tax Services Integrated tax services and tax-return preparation combined with wealth management for comprehensive financial planning.
• Budget Services Budget services providing financial management and planning support for personal and family finances.
• Divorce & Dispute Resolution Specialized financial services for individuals navigating divorce proceedings and financial disputes.
• Business Owner Services Comprehensive services tailored for business owners including exit planning, succession planning, and business sale preparation.
• Institutional Services High-value institutional investment solutions for endowments, foundations, pension plans, and other institutional investors, with a focus on fiduciary excellence.
• Retirement Solutions Retirement plan fiduciary services for businesses, helping employers design and manage the right retirement plan solutions for their employees.
• Lifestyle Services Curated provider network through the Lifestyle Services team, finding bespoke, highly qualified partners to serve clients throughout their financial journey.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Succession Resource GroupcoreStrategic or Co-development Partner · 4 February 2026Succession Resource Group (SRG) announced a partnership with Focus Partners Advisor Solutions to enhance resources and support for independent RIAs. The collaboration aims to improve advisor experience, long-term planning, and enterprise value through additional tools, education, and reduced fees for affiliated advisors.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Creative Planning: Large, fast-growing RIA that has scaled via both organic growth and acquisitions to over $300B AUM. Highly comparable to Focus Partners Wealth as a multi-disciplinary wealth platform serving HNW individuals, business owners, and institutions.
• Mariner Wealth Advisors: Independent RIA aggregator providing wealth advisory, tax, estate, and retirement plan services to HNW clients. Directly comparable business model built around acquiring and supporting advisor-led firms under one platform.
• Cetera Financial Group: Network of independent broker-dealer and RIA firms serving individual investors and business owners. Comparable as an aggregator that retains subsidiary brands while providing shared services, technology, and compliance.
• Cambridge Investment Research: Independent broker-dealer and RIA support platform that aggregates independent advisors. Comparable as an aggregator model providing technology, compliance, and consulting to affiliated RIAs.
• Commonwealth Financial Network: Private independent broker-dealer and RIA serving HNW clients through affiliated advisors. Comparable to Focus Partners Wealth's affiliate/advisor model and integrated wealth planning services.
• Fisher Investments: Large independent investment manager primarily serving HNW individuals and institutions with discretionary portfolio management. Comparable in scale, AUM-based fee model, and HNW client focus.

Broad incumbents

• LPL Financial: Largest independent broker-dealer and RIA custodian in the US, supporting tens of thousands of advisors. Overlaps with Focus Partners Wealth in advisor support, custody, and wealth management, but operates at much greater scale and across both IBD and RIA channels.
• Raymond James Financial: Diversified financial services firm with a substantial Private Client Group wealth management arm. Competes for the same HNW and business-owner segment and has scale advantages from its diversified business lines.
• Edward Jones: National wealth management and retail brokerage franchise serving mass-affluent and HNW households. Overlaps with Focus Partners Wealth's wealth planning and investment management offerings at a much larger, branch-based scale.
• Charles Schwab (Wealth Advisory): Incumbent brokerage and wealth advisory firm with Schwab Wealth Advisory, Schwab Intelligent Portfolios, and institutional services. Competes for the same HNW segment and exerts pricing pressure across the wealth management value chain.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/FocusPartnersW
• Facebookfacebook.com/FocusPartnersWealth
• LinkedInlinkedin.com/company/focuspartnerswealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Focus Partners Wealth