Focus Financial - Investment Advisers

About Focus Financial

Focus Financial Network is among the investment advisers in Minnesota offering comprehensive financial planning and asset management services to individuals, families, and businesses. Founded over 30 years ago by former employees of a national broker-dealer, the firm was created to provide client independence and comprehensive financial planning without requiring proprietary products or platforms. Focus Financial manages $6.82 billion in regulatory assets under management and employs 189 professionals. The firm operates as a network supporting independent financial advisors who deliver personalized recommendations aligned with each client's specific circumstances and financial goals. Beyond individual financial planning, Focus Financial provides financial education programs for employees through partnerships with employers and community organizations focused on financial literacy. The company uses Osaic Wealth as its broker partner for executing securities transactions on behalf of clients.

Key Facts

Assets Under Management

$6.82B

Employees

189

SEC File Number

801-71117