MINNEAPOLIS, MNCRD 116140Latest ADV March 26, 2026
Focus Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 26, 2026, reports $6.8B in regulatory assets under management, 189 employees, 35 offices, and 27,510 accounts.
Assets Under Management
$6.8B
Employees
189
Offices
35 offices
Total Clients
13,684
Primary office
MINNEAPOLIS, MN
1300 GODWARD STREET NE, SUITE 5500, MINNEAPOLIS, MN, United States
Top client segmentIndividuals represent 86.7% of total clients.
Top client categories% of clientsClients
1
Individuals
86.7%
11,863
2
HNWI
12.4%
1,697
3
Corporations
0.6%
88
4
Pension Plans
0.2%
33
Additional categories (<0.1%)
Charitable<5 clients
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.8Bas of March 26, 2026
Discretionary96.3%
$6.6B
96% of total RAUM96.3%
Non-discretionary3.7%
$250M
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.8B
Total Accounts27,510
10Y AUM Change+$4.6B (+202.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees189
Clients per Employee72:1
10Y Employee Change+41 (+27.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.