Focus Partners Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.
Assets Under Management
$181.9B
Employees
1,915
Offices
112 offices
Total Clients
62,466
Primary office
ST. LOUIS, MO
190 CARONDELET PLAZA, SUITE 600, ST. LOUIS, MO, United States
Top client segmentIndividuals represent 49.3% of total clients.
Top client categories% of clientsClients
1
Individuals
49.3%
30,825
2
HNWI
48.3%
30,177
3
Pension Plans
0.9%
535
4
Corporations
0.7%
456
5
Charitable
0.6%
388
Additional categories (<0.1%)
Pooled Investment Vehicles25 clients
Other Advisers12 clients
Investment Cos.<5 clients
Insurance Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$181.9Bas of April 30, 2026
Discretionary81.5%
$148.2B
82% of total RAUM81.5%
Non-discretionary18.5%
$33.6B
18% of total RAUM18.5%
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$181.9B
Total Accounts220,585
10Y AUM Change+$176.6B (+3384.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,915
Clients per Employee33:1
10Y Employee Change+1,815 (+1815.0%)
* 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.