Focus Partners Wealth Profile - Alaris Acquisitions

Focus Partners Wealth

St. Louis, Missouri

Website:

https://www.focuspartners.com/

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St. Louis, Missouri

Website:

https://www.focuspartners.com/

Leadership Interview

Company Details

Approximate AUM

$181,862,000,000

Fee model

Fee Only Flexible

Number of employees

2000

Custodians

Schwab

Fidelity - NFS

Pershing

TIAA

National Advisors Trust Company

Other

Description

Focus Partners Wealth (Focus) is built on a simple idea: advisors shouldn’t have to choose between being part of something bigger and staying true to what makes their firm special.

Focus has spent decades shaping a model that brings those two things together. Focus Financial Partners was formed in 2004, uniting independent firms with deep, often decades-long histories. In an industry that was highly fragmented, the vision was simple: create a business that offers scale, shared resources, and expanded capabilities while preserving the qualities that made each firm successful.

That foundation has continued to evolve through thoughtful partnerships. Each step strengthened Focus's talent, expanded Focus's capabilities, and deepened Focus's ability to serve more complex client needs.

More recently, Focus has made a series of deliberate moves to accelerate what comes next. Taking the firm private in 2023 gave Focus the flexibility to invest where it matters most, in Focus's advisors, Focus's talent and infrastructure, and client experience. Bringing Buckingham Strategic Wealth and The Colony Group together, among many others, to form Focus Partners Wealth created a more unified and connected firm.

Today, Focus is focused on building a firm that works across the nation, as well as in your neighborhood. One that feels personal, connected, and accountable on the front end, with the full strength of a national platform behind it.

For advisors and their teams, Focus's approach creates the opportunity to do more, grow more, and stay deeply connected to the clients they serve. For clients, it means better advice, delivered in a way that fits their lives and fuels their goals.

Locations

Services Offered

Exit Planning / Investment Banking Services

Executive Compensation Planning

Tax Planning

Family Office Services

Corporate Trustee Services

Estate Planning

Financial Planning

Portfolio Management

Retirement / Income Planning

Sub Advisory Services to other advisors

Mortgage services

Other

Banking

Employee Benefits

Hedge Fund Manager / Private Placement

Insurance

Insurance (Employee Benefits)

Qualified / Non Qualified Plans

Tax Preparation

Recent News

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video Overview

Getting started

00:53

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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N/a

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00:53

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