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

1,036

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, SEC-registered advisory firm organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm offers a broad range of advisory services including comprehensive financial planning, portfolio management across households, businesses and pooled vehicles, pension consulting and manager selection, along with investor education and periodic publications. Its compensation schedule is flexible: percentage-of-AUM arrangements sit alongside hourly and fixed fees, and the firm can charge performance-based fees. Focus Partners identifies as an active ESG investor and maintains a presence in industry channels that include broker‑dealer and sponsor roles for pooled vehicles. The firm has received external recognition: it appeared on the Financial Times Top 300 list in 2020, was noted by FA Magazine in 2020, and has been included in Barron’s Top 100 firms multiple years (2021–2025). More recently it was listed among Citywire’s 50 Growers Across America in 2026.