HoyleCohen

What HoyleCohen does

HoyleCohen is a privately held, US-headquartered wealth management firm founded in 2001 and based in San Diego, operating with 51-100 employees and serving clients on a national basis through what the source material describes as a Focus Partners Wealth-affiliated advisor network. The firm delivers a full-stack fiduciary advisory proposition: wealth management, investment planning, specialized planning, retirement planning, and tax services, supplemented by CFO services, business management, business-owner services, divorce and dispute resolution, and lifestyle concierge services. The segmentation is horizontally diversified across high-net-worth individuals and families (primary segment), business owners, institutional clients including nonprofits, and corporate retirement plans, all served through a single collaborative advisor model that emphasizes access to the broader network of specialists rather than a single relationship manager. Notably, the underlying source corpus provided is dominated by Focus Partners Wealth material rather than HoyleCohen-specific content; readers should treat HoyleCohen's service perimeter as inferred from that corpus and not directly verified.

Commercial mechanics are those of a traditional fee-based advisory practice: revenue is best characterized as recurring subscription-like advisory fees tied to client assets and engagements, billed annually, with pricing not publicly disclosed and quotes provided on a bespoke basis. Go-to-market is enterprise-field-sales style: advisors distributed nationally, acquired through the firm's website (advisor finder and 'Let's Chat' CTAs), with supporting top-of-funnel activity in content marketing, events, social media, and earned media (notably the No. 3 ranking on USA TODAY's 2026 Best Financial Advisory Firms List). Underlying technology, proprietary tooling, and product platforms are not disclosed in the available source material, and no AI/ML capability is referenced. The firm operates as a subsidiary in the Focus Financial Partners holding network, which provides brand, distribution, and resource infrastructure but whose control, equity, and governance details are not stated in the input.

Name

HoyleCohen

Legal name

Focus Partners Wealth

Website

https://hoylecohen.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

51–100 employees

Short description

HoyleCohen is a privately held US wealth management firm based in San Diego that delivers fiduciary financial planning, investment management, retirement, tax, and family-office services to high-net-worth individuals and families, business owners, nonprofits, and corporate retirement plans through a national advisor network.

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

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industries

Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Employee Benefit & Retirement Plan Trust Services (FSAAANAC)

Keywords

• Wealth management services
• Financial planning advice
• Investment management
• Retirement planning
• Family office services

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Services: The firm generates revenue through comprehensive wealth management services including investment planning, wealth planning, and specialized planning services. Revenue is likely derived from advisory fees, likely AUM-based or fee-only arrangements typical of fiduciary wealth management firms.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

HoyleCohen provides personalized financial planning, investment management, retirement planning, and comprehensive wealth management services. Through its affiliation with Focus Partners Wealth, it delivers fiduciary-centered advisory services including investment planning, specialized planning, family office services, CFO services, business management, tax services, retirement plan solutions, and institutional services to high-net-worth individuals, families, business owners, and nonprofits.

Product overview

Source data pertains to Focus Partners Wealth (focuspartners.com), not HoyleCohen. No information about HoyleCohen's products or services is present in the provided source.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Personalized, research-backed wealth management built around client goals, values, and priorities for individuals and families.
• Investment Planning Carefully designed, research-backed investment strategies that help clients pursue broader life objectives while managing market risk.
• Specialized Planning Tailored financial services beyond traditional money management, leveraging a nationwide network of specialized professionals for individuals, business owners, and nonprofits.
• Family Office Services Comprehensive family office services including CFO services for high-net-worth households managing complex financial lives.
• CFO Services Outsourced chief financial officer support for individuals, families, and business owners needing high-level financial oversight and coordination.
• Business Management Financial management and administrative support tailored for business owners and high-income professionals.
• Tax Services Integrated wealth management and tax-return preparation services designed to coordinate investment strategy with tax optimization.
• Divorce & Dispute Resolution Specialized financial advisory support for clients navigating divorce, litigation, or other disputes involving complex financial situations.
• Business Owner Services Coordinated planning, exit, and succession advisory for private business owners across personal and corporate balance sheets.
• Institutional Services Fiduciary-centered investment management and institutional planning solutions for nonprofits and other institutional clients.
• Retirement Solutions for Businesses Retirement plan design, fiduciary partner support, and ongoing plan management for business sponsors of workplace retirement plans.

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.

• Focus Financial Partnersparent networkOthersFocus Partners is part of the Focus Financial Partners network of wealth management firms. Focus Financial Partners serves as the parent company/network providing resources, brand, and operational infrastructure to member firms like Focus Partners Wealth. The relationship provides access to a broader network of advisors and resources.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Market position

Strengths4 records

Competitive moat4 records

Key risks5 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

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about HoyleCohen