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/

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Company Details

Approximate AUM

$181,862,000,000

Fee model

Fee Only Flexible

Number of employees

2000

Custodians

TIAA

Schwab

Pershing

Other

National Advisors Trust Company

Fidelity - IWS

Description

Focus Partners Wealth ("Focus") traces its roots to 1986, evolving through a series of transformative milestones that have shaped its position as one of the largest fiduciary wealth management businesses in the country. Following the establishment of Focus Financial Partners in 2004, the firm grew through a disciplined cadence of acquisitions, partnering with independent wealth management firms at a time when the RIA industry remained highly fragmented and focused on local brands rather than capabilities and capacity. Key acquisitions, including Buckingham Strategic Wealth in 2007 and The Colony Group in 2011, strengthened the firm's talent base and enhanced its ability to serve high net worth and ultra high net worth clients. In 2018, Focus completed its initial public offering, becoming the first publicly traded RIA business and further diversifying its acquisition engine. In 2023, the firm was taken private, providing greater flexibility to invest in next-generation incentive structures, deeper client capabilities, and enhanced back-office support through scale and integration. In 2024, Buckingham Strategic Wealth and The Colony Group formally merged to establish Focus Partners Wealth, which was rebranded under that name in January 2025. Today, Focus Partners Wealth differentiates itself through integrated capabilities, organic growth initiatives, and an M&A approach that prioritizes culture and quality over volume. The firm is uniquely positioned to out-local national firms and out-national local boutiques, delivering personalized, high-impact outcomes for clients while offering advisors and team members the opportunity for lucrative, fulfilling careers.

Locations

1210 Broadcasting Rd Suite 101 Wyomissing PA 19610

9100 Conroy Windermere Rd Suite 200 Windermere FL 34786

219 E Grand River Ave Williamston MI 48895

8 Wright St Suite 107 Westport CT 6880

55 Post Rd W Suite 300 Westport CT 6880

75 Isham Rd Suite 310 West Hartford CT 6107

470 Olde Worthington Rd Suite 200 Westerville OH 43082

100 W Lancaster Ave Suite 105 Wayne PA 19087

900 17th St NW Suite 920 Washington DC 20006

1646 N California Blvd Suite 320 Walnut Creek CA 94596

1600 S Main St Suite 220 Walnut Creek CA 94596

12711 Newport Ave Suite D Tustin CA 92780

2343 E Broadway Blvd Suite 116 Tucson AZ 85719

3001 N Rocky Point Dr E Suite 200 Tampa FL 33607

190 Carondelet Plaza Suite 600 St. Louis MO 63105

1900 W Kirkwood Blvd Suite 2500C Southlake TX 76092

2 Towne Square Suite 800 Southfield MI 48076

1251 N Eddy St Suite 200 South Bend IN 46617

132 Turnpike Rd Suite 100 Southborough MA 1772

150 E 4th Pl #201 Sioux Falls SD 57104

1550 El Camino Real Suite 100 Menlo Park CA 94025

5110 Carillon Point Kirkland WA 98033

920 5th Ave Suite 2720 Seattle WA 98104

3015 112th Ave NE Suite 210 Bellevue WA 98004

15333 N Pima Rd Suite 200 Scottsdale AZ 85260

14851 N Scottsdale Rd Suite 105 Scottsdale AZ 85254

16100 N 71st St Suite 190 Scottsdale AZ 85254

3550 Round Barn Blvd Suite 212 Santa Rosa CA 95403

2120 Colorado Ave Suite 100 Santa Monica CA 90404

101 Cooper St Santa Cruz CA 95060

7 W Figueroa St Suite 300 Santa Barbara CA 93101

315 Montgomery St Suite 900 San Francisco CA 94104

350 Camino De La Reina Suite 500 San Diego CA 92108

222 S Main St 5th Floor Salt Lake City UT 84101

1425 River Park Dr Suite 110 Sacramento CA 95815

1055 South Blvd E Suite 230 Rochester Hills MI 48307

1020 Highland Colony Pkwy Suite 803 Ridgeland MS 39157

7100 Forest Ave Suite 301 Richmond VA 23226

24 Albion Rd Suite 440 Lincoln RI 2865

1211 SW 5th Ave Suite 2325 Portland OR 97204

1211 SW 5th Ave Suite 1200 Portland OR 97204

680 Andersen Dr Pittsburgh PA 15220

2200 E Camelback Rd Suite 130 Phoenix AZ 85016

4 Campus Dr Suite 304 Parsippany-Troy Hills NJ 7054

540 Cowper St Suite 100 Palo Alto CA 94301

2409 Park Blvd Unit C-102 Palo Alto CA 94306

12829 W Dodge Rd Suite 202 Omaha NE 68154

1415 W 22nd St Oak Brook IL 60523

80 Washington St Suite 64 Norwell MA 2061

150 W Main St Suite 1860 Norfolk VA 23510

599 Lexington Ave 14th Floor, Suite B New York NY 10022

2599 Wilmington Rd New Castle PA 16105

140 Kendrick St Building B, 3rd Floor Needham MA 2494

150 4th Ave N Suite 1410 Nashville TN 37219

5150 Tamiami Trail N Suite 603 Naples FL 34103

18630 Sutter Blvd Suite 130 Morgan Hill CA 95037

11270 W Park Pl Suite 900 Milwaukee WI 53224

75 Main St Suite 303 Millburn NJ 7041

112 W Washington St Suite 204 Middleburg VA 20117

2000 S Patrick Dr Suite 6 Indian Harbour Beach FL 32937

8000 Excelsior Dr Suite 201 Madison WI 53717

10200 Forest Green Blvd Suite 112 Louisville KY 40223

145 S Fairfax Ave #357 Los Angeles CA 90036

600 Old Country Rd Suite 305 Garden City NY 11530

290 W Mt Pleasant Ave Suite 2310 Livingston NJ 7039

4501 S 86th St Suite 102 Lincoln NE 68526

400 SW Longview Blvd Suite 220 Lee's Summit MO 64081

1980 Festival Plaza Dr Las Vegas NV 89135

420 W 98 St Kansas City MO 64114

10752 Deerwood Park Blvd Suite 100 Jacksonville FL 32256

3 Park Plaza Suite 420 Irvine CA 92614

600 E 96th St Suite 130 Indianapolis IN 46240

8555 N River Rd Suite 410 Indianapolis IN 46240

20 Wight Ave Suite 155 Cockeysville MD 21030

3773 Richmond Ave Suite 525 Houston TX 77046

33 Nichols Pkwy Suite 310 Hood River OR 97031

50 Derby St Suite 200 & 240 Hingham MA 2043

172 S Green Valley Pkwy Suite 300 Henderson NV 89012

507 N Front St Harrisburg PA 17101

6400 S Fiddlers Green Cir Suite 1600 Greenwood Village CO 80111

Greenwich Office Park, Building 3 Suite 320 Greenwich CT 6831

11973 Sweetwater Dr Grand Ledge MI 48837

2133 S Timberline Rd Suite 120 Fort Collins CO 80525

31700 Middlebelt Rd Suite 130 Farmington Hills MI 48334

8315 Lee Hwy Suite 325 Fairfax VA 22031

11325 Random Hills Rd Suite 210 Fairfax VA 22030

1400 Executive Pkwy Suite 110 Eugene OR 97401

1601 Wewatta St Suite 875 Denver CO 80202

2000 S Colorado Blvd Annex Building, Suite 300 Denver CO 80222

740 Waukegan Rd Suite 320 Deerfield IL 60015

520 Lake Cook Rd Suite 520 Deerfield IL 60015

500 Lake Cook Rd Suite 205 Deerfield IL 60015

4514 Cole Ave Suite 600 Dallas TX 75205

5810 Tennyson Pkwy Suite 260 Plano TX 75024

600 Stevens Port Dr Suite 111 Dakota Dunes SD 57049

11 S Main St Suite 501 Concord NH 3301

10855 Hidden Pool Heights Suite 250 Colorado Springs CO 80908

5151 Pfeiffer Rd Suite 210 Cincinnati OH 45242

10 S Wacker Dr Suite 2600 Chicago IL 60606

3545 Whitehall Park Dr Suite 180 Charlotte NC 28273

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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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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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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Match confidence

N/a

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