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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-10-2004
- Office Locations
- 39
Office Locations
About Focus Financial
Focus Financial Partners is a fiduciary advice company that partners with independently managed wealth management, multi-family office, and business-management firms. Through Focus Solutions, it equips advisors with in-house and vetted third-party capabilities spanning credit/treasury, family office, risk, tax, and trust & estate planning, plus investment and business-owner valuation support—backed by capital investment and practice-management resources to drive acquisitions and succession planning.
Reported data analysis
What the numbers show
Between July 21, 2025 and August 26, 2026, reported AUM increased 9.0%, from $6.3B to $6.8B.
Across 5 reported observations, AUM increased 34.2% between September 6, 2022 and August 26, 2026, from $5.1B to $6.8B.
Of the latest reported AUM, 96.3% is discretionary and 3.7% is non-discretionary.
The firm reports 114 advisory representatives and 13,789 clients, or 121 clients per representative. That equates to $494.9K in reported AUM per client.
The profile lists 39 reported office locations and 22 years in operation. The source data was last updated on August 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Focus Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID WILLIAM BEISSLER
Financial Advisor, General Partner
- CRD
- #4177136
- Ownership
- 10% but less than 25%
WILLIAM ROBERT BERGSTROM
Advisor
- CRD
- #1296561
- Ownership
- 10% but less than 25%
Showing 2 of 11 owners & executives
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ANDREA Corene ADIE
--
- CRD
- #7216899
DYLAN GARY AEIKENS
Financial Advisor
- CRD
- #6190212
Showing 2 of 121 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,573,904,985 | $247,960 |
| Non-Discretionary | $249,851,248 | $250,352 |
| Total | $6,823,756,233 | $248,046 |
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Separately Managed Accounts
SMA allocation detail is available
Focus Financial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Focus Financial's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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