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Focus Partners Wealth

Fee-based wealth management & asset aggregation

Overview

Focus Partners Wealth provides wealth and asset management across the United States, offering financial planning, investment management, pension consulting, and fiduciary services for individuals, business owners, non-profits, retirement plans, and institutions through a national platform of integrated RIAs. It builds customized portfolios from equities, fixed income, mutual funds, ETFs, and alternative investments, with discretionary or non-discretionary management and ongoing advisory services from nearly 100 offices. It operates as a national RIA aggregator within Focus Financial Partners, leveraging a centralized platform and a 2025 rebrand that merges legacy firms to offer standardized, scalable services while preserving local fiduciary oversight. Its goal is to provide a scalable, integrated wealth-management platform at national scale, supported by ongoing M&A to expand capabilities and reach.

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About Focus Partners Wealth

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

Industries

ConsultingFinancial Services

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Clayton, MO

Founded

N/A

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What believers are saying

  • October 15, 2026 Nevis became Focus's enterprise AI platform, reducing advisor admin.
  • November 1, 2026 BFSG acquisition widened institutional and family-office planning capacity.
  • March 2026 RAUM jumped from $95.9 billion to $181.9 billion.

What critics are saying

  • July 1, 2026 Evernest and January 1, 2026 Kovitz mergers increase integration risk.
  • Employees performing advisory functions fell from 1,090 to 1,025 by March 2026.
  • Clayton Dubilier & Rice still owns Focus; a failed PE exit drives advisor defections.

What makes Focus Partners Wealth unique

  • January 2025 rebrand unified Colony, Buckingham, and hub firms under Focus Partners Wealth.
  • As of January 1, 2026, Focus reported $181.86 billion RAUM across 50 states.
  • July 1, 2026 Evernest integration strengthened its nationwide advisor distribution.

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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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