FOCUS PARTNERS WEALTH, LLC

RIASEC RegisteredEst. 2011

Total AUM

$182B

Discretionary

$148B

82% of AUM

Avg account

$824K

Accounts

220,585

Employees

1,915

Advisory reps

1,014

Firm details

Headquarters: SAINT LOUIS, Missouri
CRD number: 159289
Registered since: December 7, 2011
Website: www.focuspartners.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI78.37%
Individuals7.43%
Pension & Profit Sharing Plans5.12%
Charitable Organizations2.45%
State / Municipal Government1.99%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Focus Partners Wealth, LLC is an independent registered investment adviser formed in 2011 that serves both high‑net‑worth individuals and institutional clients. The firm functions as a capital allocator and offers a broad suite of advisory services — financial planning, portfolio management for individuals, pooled vehicles and institutions, pension consulting, adviser selection, plus publications and educational seminars. Fee arrangements are flexible and include percentage‑of‑AUM, hourly, fixed and performance‑based structures. The firm identifies as an active ESG investor and also engages in other financial product sales. Focus Partners has received industry recognition, including placement on the Financial Times Top 300 RIAs in 2020 and repeated Barron’s Top 100 RIA Firm listings from 2021 through 2025; it was also noted by FA Magazine in 2020.