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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Charles Schwab & Company · City National Bank · Fidelity/NFS · Pershing · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2011
- Office Locations
- 284
Office Locations
About Focus Partners Wealth, LLC
Focus Partners Wealth is a national wealth management firm providing integrated wealth management, specialized planning, family office services, and a research-backed investment planning process. It serves individual investors, business owners, nonprofits, and institutions, including retirement plan solutions for businesses via Focus Partners Institutional. The firm emphasizes collaboration across a nationwide network of financial professionals and was named to Barron’s 2025 Top 100 RIA Firms’ Mega List.
Reported data analysis
What the numbers show
Between October 7, 2025 and April 30, 2026, reported AUM increased 89.7%, from $95.9B to $181.9B.
Across 5 reported observations, AUM increased 875.7% between November 4, 2022 and April 30, 2026, from $18.6B to $181.9B.
Of the latest reported AUM, 81.5% is discretionary and 18.5% is non-discretionary.
The firm reports 1,025 advisory representatives and 63,966 clients, or 62.4 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 284 reported office locations and 14 years in operation. The source data was last updated on April 30, 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
- Client Personas
- Custodian
- Geographic Focus
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Focus Partners Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ADAM LAWRENCE BIRENBAUM
Chief Executive Officer, Wealth Advisor
- CRD
- --
- Ownership
- Less than 5%
GINA KULIG BRADLEY
Advisor, Chief Administrative Officer, CHIEF OPERATING OFFICER, Chief Operating Officer and Principal
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
Unlock allContacts
William Baldwin Aaron
Associate Wealth Advisor, CRPC
- CRD
- #7568849
JONATHAN MAX ABNER
Senior Wealth Advisor
- CRD
- #5460684
Showing 2 of 1057 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,238,000,000 | $750,937 |
| Non-Discretionary | $33,624,000,000 | $1,450,498 |
| Total | $181,862,000,000 | $824,453 |
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Separately Managed Accounts
SMA allocation detail is available
Focus Partners Wealth, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Focus Partners Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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