Focus Partners Wealth

Focus Partners Wealth

Fee-based wealth management & asset aggregation

Overview

Focus Partners Wealth offers wealth and asset management across the United States, serving individuals, business owners, nonprofits, retirement plans, and institutions. It builds customized portfolios based on each client’s risk tolerance, goals, and liquidity needs using a mix of stocks, bonds, mutual funds, ETFs, and alternative investments, with discretionary or non-discretionary management through a national platform. The firm operates as a national RIA aggregator under Focus Financial Partners, expanding through acquisitions and the 2025 rebrand of The Colony Group and Buckingham Strategic Wealth to provide scale, shared resources, and standardized services while maintaining fiduciary oversight. Its goal is to deliver a scalable, integrated fiduciary wealth-management platform that broadens reach and capabilities for clients nationwide through ongoing M&A and platform integration.

About Focus Partners Wealth

Simplify's Rating
Why Focus Partners Wealth is rated
B
Rated B on Competitive Edge
Rated A on Growth Potential
Rated C on Differentiation

Industries

Consulting

Financial Services

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Clayton, Missouri

Founded

N/A

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Simplify's Take

What believers are saying

  • EverNest adds $960 million if its third-quarter 2026 close completes.
  • Focus named 2026 Fastest Growing RIA in Missouri by Citywire on August 17.
  • Focus ranked No. 5 in Financial Advisor Magazine's 2026 RIA Ranking.

What critics are saying

  • WealthManagement.com reported Focus sued former advisors over Mosaic branding on May 6, 2026.
  • CFO4Life leaders won a Texas TRO on August 10, 2026 against Focus.
  • If departures spread across Kovitz and Churchill, the partnership model stops compounding by 2027.

What makes Focus Partners Wealth unique

  • January 2025 rebrand unified The Colony Group and Buckingham into one national platform.
  • Kovitz joined January 1, 2026, adding $35 billion and deeper multi-family-office scale.
  • Focus ranked No. 3 on USA TODAY's 2026 advisory firms list, validating brand reach.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Hybrid Work Options

Remote Work Options

Company News

Focus Partners Wealth
Sep 2nd, 2026
Focus named to Pittsburgh Business Times' Largest Money Managers List.

Focus named to Pittsburgh Business Times' Largest Money Managers List. Buckingham Wealth Partners is pleased to share that Focus has been named among the largest Pittsburgh-area money managers by the Pittsburgh Business Times, based on discretionary assets under management. Buckingham Wealth Partners is pleased to share that Focus has been named among the largest Pittsburgh-area money managers by the Pittsburgh Business Times, based on discretionary assets under management. This recognition reflects the strength of its presence in southwestern Pennsylvania, the depth of its investment management capabilities, and its commitment to serving individuals, families, and institutions across the region. Read the full listing here. Read the methodology here. The Pittsburgh Business Times' 2026 Largest Money Managers List was released in August, 2026 based on data as of December 31, 2025. The Pittsburgh Business Times' editorial staff ranked money managers operating in the Pittsburgh metro area by discretionary assets under management. Information on The List was obtained through Pittsburgh Business Times research, supplied by individual firms and/or from firm Form ADVs part 1 filings and 10Ks filed with the U.S. Securities and Exchange Commission that the Pittsburgh Business Times could not independently verify. No compensation was paid for consideration or inclusion in the rankings. Learn more about the rankings and methodology in the attached link.

Focus Partners Wealth
Aug 17th, 2026
Focus named 2026 Fastest Growing RIA in Missouri by Citywire.

Focus named 2026 Fastest Growing RIA in Missouri by Citywire. Focus has been named the Fastest Growing RIA in Missouri by Citywire as part of its 2026 50 Growers Across America report. This recognition reflects its continued growth and commitment to delivering comprehensive wealth management solutions to clients nationwide. Buckingham Wealth Partners continue to build on its scale through multiple avenues for sustainable growth, including advisor-led, institutional, and digital strategies. Read the full listing here. Focus was named 2026 Fastest Growing RIA in Missouri by Citywire. The award was announced in August 2026 based on data compiled via FINTRX sourced from publicly available SEC ADV filings. Citywire's editorial team evaluated RIAs and recognizes firms that have demonstrated exceptional growth in assets under management (AUM), employee expansion, and overall business development. FINTRX assessed over 40,000 Registered Investment Advisors (RIAs) based on AUM growth, absolute AUM increase, and employee headcount expansion. Combining these metrics into a "growth factor" to rank RIAs by state. No compensation was paid for consideration of this ranking.

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