Focus Financial

Registered investment advisor · Minneapolis, Minnesota · CRD #116140

Assets Under Management

$6.8B

Client Accounts

27,510

Employees

189

CRD Number

116140

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Pershing Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Focus Financial

Focus Financial Network, Inc. is an independent investment advisor based in Minneapolis, Minnesota, founded in 1993. The firm specializes in comprehensive financial planning, wealth management, and asset management services for individuals, families, and businesses. With over 240 professionals across 44 branch offices in six states, Focus Financial manages more than $7.38 billion in client assets, emphasizing a client-first philosophy and personalized financial strategies. The company offers a

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Focus Financial

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Focus Financial's AUM?

Focus Financial reports approximately $6.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Focus Financial headquartered?

Focus Financial is headquartered in Minneapolis, Minnesota.

What is Focus Financial's CRD number?

Focus Financial's CRD number is 116140. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.