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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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November 26, 2025

Focus Partners Wealth Named a 2025 Top 10 Wealth Management Firm in the U.S.

We are proud to share that SmartAsset has ranked Focus Partners Wealth the 10th top advisory firm in the country.

To be considered, firms must be registered with the SEC and were ranked according to AUM, individual client count, clients per advisor, years in business, and fee structures as of September 2, 2025. They must provide financial planning services, primarily serve individual clients, and have a clean regulatory record. Congratulations to all the winners! No compensation was paid for consideration of this award. The full award criteria and methodology are available in the link attached.

Read the full list here.

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