GW & Wade, LLC

What GW & Wade, LLC does

GW & Wade, LLC is a wealth management and financial planning firm founded in 1986 and headquartered in Wellesley, Massachusetts, operating as part of Focus Partners Wealth within the Focus Financial Partners (NASDAQ: FOCS) network. The firm provides personalized wealth management, investment planning, family office services, tax services, CFO services, business management, retirement plan solutions, and institutional investment services. Its core product set spans wealth management and investment planning as anchor offerings, supported by specialized modules addressing estate planning, business succession, divorce and dispute resolution, and lifestyle concierge services.

The firm serves three primary customer segments: high-net-worth individuals (primary), business owners, and nonprofit and institutional clients, with a horizontal segmentation approach across use cases such as investment management, retirement and estate planning, tax optimization, and business succession. It distributes services through a national network of financial advisors across multiple U.S. office locations, complemented by a client self-service portal. The go-to-market motion is sales-led, centered on direct advisor consultations, personalized wealth management proposals, and relationship-based selling, augmented by content marketing, events, and social channels for top-of-funnel demand generation.

The business model is fee-based recurring revenue on managed assets and advisory engagements, with quote-based pricing tailored to client portfolio complexity. GW & Wade was ranked No. 3 on USA TODAY's 2026 Best Financial Advisory Firms List (data as of January 2026), providing brand credibility within the HNW advisory market. Operational scale is implied by a headcount of 101–250 employees and multiple U.S. office locations, though specific revenue, AUM, and advisor productivity metrics are not disclosed in the source data.

Name

GW & Wade, LLC

Legal name

Focus Partners Wealth

Website

https://gwwade.com

Company type

Public

Founded year

1986

Operating status

Operating

Headcount range

101–250 employees

Short description

GW & Wade, LLC is a Wellesley, Massachusetts-based wealth management firm founded in 1986, operating as part of Focus Partners Wealth within Focus Financial Partners. It provides personalized investment planning, family office, tax, and institutional advisory services to high-net-worth individuals, business owners, and nonprofits.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industry

Buy-Side Search & Acquisition Advisory (FSAEAIAD)

Keywords

• Wealth management services
• Financial planning advisory
• Investment advisory services
• Family office services
• Tax planning services

Headquarters

HQ city

Wellesley

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Services: The company generates revenue through comprehensive wealth management and advisory services, including investment planning, family office services, tax services, and specialized financial planning for high-net-worth individuals, business owners, and institutional clients.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

GW & Wade, LLC is a wealth management and financial planning firm providing personalized investment advisory, family office, tax, retirement, and business owner financial services. Operating as part of the Focus Financial Partners network, the firm delivers research-backed investment strategies and specialized planning to high-net-worth individuals, business owners, and nonprofit organizations.

Product overview

Focus Partners Wealth offers a unified wealth management platform providing personalized financial advice and comprehensive planning services. The core offering consists of Wealth Management and Investment Planning services, supported by specialized modules including Family Office Services, Tax Services, CFO Services, Business Management, Budget Services, Divorce & Dispute Resolution, Business Owner Services, Institutional Services, and Retirement Solutions. The company utilizes a network of specialized professionals across the country to deliver integrated services to individual investors, business owners, and nonprofits.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management
• Investment Planning Research-backed investment strategy service designed to help clients achieve their financial objectives while focusing on what matters.
• Wealth Planning Process Structured financial planning process that places personal values, goals, motivations, and priorities at the heart of the client engagement.
• Specialized Planning Comprehensive financial services beyond traditional money management, serving individuals, business owners, and nonprofits.
• Family Office Services High-level financial services for high-net-worth families including CFO services and comprehensive family wealth management.
• Tax Services Integrated wealth management and tax return preparation services that provide comprehensive financial oversight.
• CFO Services Chief Financial Officer-level financial oversight and management services for individuals and families.
• Business Management Financial and operational business management services for business owners.
• Budget Services Family budgeting and financial planning services for households seeking structured money management.
• Divorce & Dispute Resolution Specialized financial planning services for individuals navigating divorce or financial disputes.
• Business Owner Services Tailored financial solutions for business owners, including succession planning and business transition services.
• Institutional Services Investment solutions and fiduciary services for institutional clients including endowments, foundations, and pension funds.
• Retirement Solutions Retirement plan fiduciary services for businesses, helping companies design and manage retirement plans.
• Lifestyle Services Bespoke lifestyle and concierge services that connect clients with qualified partners as part of the wealth management offering.

Segments3 records

Ideal customer profiles3 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 companyStrategic or Co-development PartnerFocus Partners Wealth is part of Focus Financial Partners, a network of wealth management firms. Focus Financial Partners provides operational support, technology platforms, and strategic resources to affiliated advisory firms.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Commonwealth Financial Network: Commonwealth is a large independent broker-dealer/RIA providing wealth management platforms, technology, and support to financial advisors serving HNW households - comparable as an enabling platform serving the same advisor-client ecosystem at broader scale.
• Edelman Financial Engines: Edelman Financial Engines is one of the largest US RIAs combining advisor-led wealth management with a digital planning engine serving HNW and mass-affluent households - broadly comparable as a large incumbent offering hybrid human-plus-digital wealth services.
• Fisher Investments: Fisher Investments is a large private investment management firm offering discretionary portfolio management and private wealth services to high-net-worth individuals - comparable as a scaled incumbent in the HNW advisory space.

Direct peers

• Mariner Wealth Advisors: Mariner is a large national RIA delivering comprehensive wealth advisory, tax, retirement plan, and family office services to HNW individuals, business owners, and institutions - directly comparable in integrated-service wealth management at scale.
• Carson Group (Carson): Carson Group is a partnership-affiliated wealth management firm providing financial advisors with coaching, marketing, and technology tools to serve HNW individuals and business owners - highly comparable in target client profile and integrated-service positioning.
• Hightower Advisors: Hightower operates as a partnership-model RIA network providing wealth management, investment advisory, and planning services to HNW clients and business owners - directly comparable as a boutique-affiliated wealth advisor at meaningful scale.
• The Colony Group: The Colony Group is a fellow Focus Financial Partners-affiliated RIA providing comprehensive wealth management, tax, and family office services to HNW individuals, business owners, and institutions - directly comparable as a partnership-affiliated multi-service wealth advisory.
• Steward Partners Global Advisory: Steward Partners is a Focus Financial Partners affiliate operating an advisor partnership model that delivers wealth management, investment planning, and family office services to HNW clients - directly comparable inside the same parent ecosystem.
• Buckingham Strategic Wealth: Buckingham is a Focus Financial Partners partner firm offering research-driven investment planning, tax, and wealth management to HNW individuals and families - a direct peer within the same parent network with closely aligned service model and target segments.
• Creative Planning: Creative Planning is a large independent RIA offering comprehensive wealth management, tax, estate, and family office services to HNW and ultra-HNW households - directly comparable in integrated-service wealth advisory at scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/gw_wade
• Facebookfacebook.com/gwwadellc
• LinkedInlinkedin.com/company/focuspartnerswealth

Revenue estimate

Valuation estimate

Number of profiles

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 GW & Wade, LLC