In the News

Focus Partners Wealth was named a 5-Star RIA Firm by InvestmentNews. The award was announced September 2025 based off of data as of August 2025. No compensation or fee was paid for inclusion on the list. RO-25-4734938.

The 5-Star RIA Firms list recognizes the nation’s top-performing wealth management firms, setting a benchmark for excellence in the industry.
 
Firms are selected based on objective criteria including assets under management (AUM), AUM growth, and the number of new clients acquired organically over the past 12 months. All submitted data undergoes a rigorous verification process.
 
To qualify for inclusion, firms must manage a minimum of $1 billion in AUM in 2024. This recognition highlights best-in-class Registered Investment Advisors across the country who demonstrate consistent growth, strong client engagement, and overall excellence in wealth management. 

Barron’s 2025 Top 100 Women Financial Advisors was released in July 2025 for data as of March 31, 2025. Advisors must first pass a prequalification process aimed at verifying their experience and sophistication levels. Those who meet the prequalification criteria then complete a survey of 100 questions related to their practices. For this year’s survey, 1,094 advisors submitted data which is then verified in regulatory databases. Barron’s creates its ranking based on a formula that takes into consideration three major categories including assets, revenue, and quality of practice. Barron’s also considers a wide range of qualitative factors including the advisor’s experience, their advanced degrees and industry designations, the size, shape and diversity of their team, their charitable and philanthropic work, and their compliance record. Fees were paid to Barron’s for use and promotion of the rankings, but not to be considered for the award.

Financial Advisor’s 2025 RIA Survey and Ranking: The annual list of 2025 Top 50 Fastest-Growing Firms, 2025 RIA Ranking, and 2025 RIA Discretionary & Non-Discretionary AUM Ranking was released on July 11, 2025, for data as of December 31, 2024. Registered Investment Advisers with more than $500 million in assets under management (AUM) are ranked largest to smallest based on AUM and number of clients reported in their publicly available 2024 and 2023 ADVs filings with the SEC. No compensation was paid to participate or be included in any such ranking.