F
$181.9B Total AUM
$148.2B Disc. AUM
75.3% 3Y CAGR
1,915 Employees
63,966 ADV. Clients
14 yrs Firm Age
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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
- MeridianHarbor radial +more
- Established Date
- 10-01-2011
- Office Locations
- 245
Office Locations
10 Almaden Boulevard 15th Floor SAN Jose CA
10 S. Wacker Drive Suite 2600 Chicago IL
100 W Lancaster AVE Suite 105 Wayne PA
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.
Team overview
43 AVG AGE
$177.4M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
1.9 yrs AVG TENURE
1,915 Employees
1,025 Advisory Reps
800 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Meridian Wave Zenith Peak value Insight vertex Legacy ember Alpha Glacier radial Pioneer peak Timber catalyst Legacy alpha Quantum
Client Personas
Oak bridge
Custodian
Insight Focus catalyst Fusion delta Vital glacier Unison eagle Vital Beacon ember Fusion Horizon Ridge Eagle Oak legacy Matrix legacy
Geographic Focus
Momentum
Industry Interests
Atlas
Investment Themes
Pathway Prime vector Crest Oak Oak north Delta zenith Beacon North bridge
Investment Vehicles
Meridian Ridge element Momentum capital
Platform
Insight ridge Value ember Legacy Quantum Timber Delta Glacier Meridian pathway Element Quantum vital Momentum legacy North element
Services
Momentum radial Eagle Momentum Atlas Foundation crest Frontier legacy Element wave Crest harbor Glacier pathway Foundation ridge Crest prime Optima Eagle
Technology
Timber vital Value Meridian beacon Ember Atlas Legacy ember
Owner & Executives
ADAM LAWRENCE BIRENBAUM
Chief Executive Officer, Wealth Advisor
- CRD
- --
- Ownership
- Less than 5%
(762) 506-5199
element.legacy@capitalcapital.com
in linkedin.com/in/element-pioneer
GINA KULIG BRADLEY
Advisor, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
(536) 484-6558
catalyst.legacy@vectorcapital.com
in linkedin.com/in/zenith-insight
R
Radial ridge
Vital focus
- CRD
- #78349
- Ownership
- 20.7%
(444) 880-9509
peak.crest@meridiancapital.com
in linkedin.com/in/crest-value
Showing 2 of 8 owners & executives
Unlock allContacts
W
William Baldwin Aaron
--
- CRD
- #7568849
(550) 923-1151
eagle.bridge@legacycapital.com
in linkedin.com/in/focus-north
JONATHAN MAX ABNER
--
- CRD
- #5460684
(932) 766-2458
oak.element@deltacapital.com
in linkedin.com/in/ridge-fusion
F
Foundation pathway
Catalyst optima
- CRD
- #85656
(540) 931-9112
delta.vertex@vectorcapital.com
in linkedin.com/in/prime-element
Showing 2 of 1045 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,238,000,000 | $732,200 |
| Non-Discretionary | $33,624,000,000 | $1,744,128 |
| Total | $181,862,000,000 | $772,427 |
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Separately Managed Accounts
Total SMA Asset: $177,356,000,000
Public Funds:
17.5% Equity - Exchange:
17.4% Cash:
9.5% Other:
12.3% Private Funds:
13.0% Corporate - Investment Grade:
6.5% Municipal Bonds:
10.7% Other:
13.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $759,897,228 | 17.5% |
| Equity - Exchange | $755,554,958 | 17.4% |
| Cash | $412,515,638 | 9.5% |
| Other | $534,099,195 | 12.3% |
| Private Funds | $564,495,084 | 13.0% |
| Corporate - Investment Grade | $282,247,542 | 6.5% |
| Municipal Bonds | $464,622,877 | 10.7% |
| Other | $568,837,354 | 13.1% |
| Total | $4,342,269,876 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT MATRIX | UNISON HARBOR | F4RXGON8P | DKO | 5.34% | $96,794,930 |
| ELEMENT EMBER | VALUE FOUNDATION | B9U5K7Y55 | FYZMA | 3.84% | $119,089,254 |
| RADIAL FOCUS | SIGNAL VERTEX | UY80Z2FQD | PTTGB | 2.59% | $62,228,458 |
| OPTIMA SIGNAL | CAPITAL INSIGHT | ZBNVJ802D | KXW | 11.37% | $103,592,940 |
| HARBOR GLACIER FOUNDATION | MERIDIAN VERTEX | O22KP4VUI | MSN | 11.19% | $95,801,878 |
| PIONEER PEAK QUANTUM | MERIDIAN QUANTUM | 8XJ63J6C7 | EJF | 6.30% | $71,598,842 |
| PATHWAY QUANTUM | LEGACY PIONEER | 47IUYXJXG | ASYH | 12.30% | $55,611,129 |
| HORIZON MERIDIAN | SUMMIT CATALYST | KOXG6HBVF | ETB | 7.46% | $99,176,409 |