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

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

101 Washington St E Suite 120 Charleston WV 25301

1240 Winnowing Way Suite 102 Mount Pleasant SC 29466

2977 4-H Park Rd Suite 101 Centreville MD 21617

2500 Regency Pkwy Cary NC 27518

111 W 2nd St Suite 608 Casper WY 82601

4500 Park Granada Blvd Suite 204 Calabasas CA 91302

12550 35 Frontage Rd W Suite 228 Burnsville MN 55337

320 N Third St Suite 501 Burlington IA 52601

4513 S Buffalo St 1st Floor Orchard Park NY 14127

1605 N Convent St Bourbonnais IL 60914

1434 Spruce St Office #312 Boulder CO 80302

201 Washington St 11th Floor Boston MA 2108

33 Broad St Suite 700 Boston MA 2109

5100 Town Center Cir Tower Two, Suite 150 Boca Raton FL 33486

110 Traders Cross 1st Floor Bluffton SC 29909

2100 Southbridge Pkwy Suite 650 Birmingham AL 35209

31700 Telegraph Rd Suite 260 Bingham Farms MI 48025

8383 Wilshire Blvd Suite 800 Beverly Hills CA 90211

7475 Wisconsin Ave 11th Floor Bethesda MD 20814

1777 SW Chandler Ave Suite 205 Bend OR 97702

10900 NE 8th St Suite 780 Bellevue WA 98004

12725 SW Millikan Way Suite 353 Beaverton OR 97005

2000 Auburn Dr Beachwood OH 44122

133 E Main St Babylon NY 11702

7000 N Mopac Expy 2nd Floor Austin TX 78731

3535 Piedmont Rd NE Building 14, 5th Floor Atlanta GA 30305

696 Mistletoe Rd Ashland OR 97520

111 Central Ave Asheville NC 28801

524 S Main St Suite 200 Ann Arbor MI 48104

1910 Towne Centre Blvd Suite 250 Annapolis MD 21401

40 Shattuck Rd Suite 314 Andover MA 1810

3 Atrium Dr Suite 265 Albany NY 12205

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

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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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