FF
FOCUS FINANCIAL
SEC RegisteredMINNEAPOLIS, MNhttps://focusfinancial.com651-631-8166
Assets Under Management
$5B–$25B
Employees
189
Office Locations
26 offices
Total Accounts
27510
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11,863 | $2.8B |
| High Net Worth Individuals | 1,697 | $3.9B |
| Charitable Organizations | 33 | $53M |
| State/Municipal Entities | 3 | — |
105 total clients reported on Form ADV.
Leadership
John Patrick Layton
EXECTIVE OFFICER
William Robert Bergstrom
EXECUTIVE OFFICER
John Kyle Watkins
EXECUTIVE OFFICER
David Kenneth Heitkamp
EXECUTIVE OFFICER
Michael Scott Dales
EXECUTIVE OFFICER
John Harris Dritz
SENIOR OFFICER
John Gregory Bina
PRESIDENT, CHIEF COMPLIANCE OFFICER
Office locations
26 offices in 3 states
MN
MINNEAPOLISHQ
MN
NORTH BRANCH
MN
BLOOMINGTON
MN
EDINA
MN
MINNEAPOLIS
IL
LISLE
MN
BURNSVILLE
MN
BLOOMINGTON
MN
BEMIDJI
MN
WOODBURY
MN
NORTH BRANCH
MN
MINNEAPOLIS
MN
FOSSTON
IL
ELK GROVE
MN
WOODBURY
WI
WAUSAU
MN
ALEXANDRIA
MN
ST. CHARLES
MN
MINNEAPOLIS
IL
FRANKFORT
MN
WACONIA
MN
MINNEAPOLIS
MN
WINONA
MN
BURNSVILLE
Advisors at this firm
30 advisors in the directory
Dylan Gary Aeikens
Investment Adviser Representative
Charles Albert Anderson
Investment Adviser Representative
Jackson Lyle Arland
Investment Adviser Representative
Carl James Arrell
Investment Adviser Representative
Aaron Beissler
Investment Adviser Representative
John Gregory Bina
Investment Adviser Representative
Evan Alfred Chang
Investment Adviser Representative
Vince Darling
Investment Adviser Representative
Chris Alan Eldred
Investment Adviser Representative
Paul Albert Giannobile
Investment Adviser Representative
Frank Matteo Griseta
Investment Adviser Representative
Tonya Ann Gunstenson
Investment Adviser Representative
Connie Lynn Heier
Investment Adviser Representative
Audrey Anderson Heitkamp
Investment Adviser Representative
Rae Anderson Heitkamp
Investment Adviser Representative
Richard Arthur Hornung
Investment Adviser Representative
Anna Hupert
Investment Adviser Representative
Jason Anthony Kuerschner
Investment Adviser Representative
Debra Marie Kuper
Investment Adviser Representative
Angela Marie Mhiripiri
Investment Adviser Representative
Barbara Jane Moser
Investment Adviser Representative
David Alexander Pratt
Investment Adviser Representative
Paul Andrew Schmidt
Investment Adviser Representative
Jeffrey A Thorup
Investment Adviser Representative
Alissa Marie Tinklenberg
Investment Adviser Representative
Adam Joseph Troendle
Investment Adviser Representative
Fredrick John Troendle
Investment Adviser Representative
Jason Alan Troendle
Investment Adviser Representative
Paul Anthony Underdahl
Investment Adviser Representative
Frank Vallorosi
Investment Adviser Representative
Regulatory & compliance
CRD number
#116140
SEC Number
801-71117
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
focusfinancial.comPhone
651-631-8166Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FOCUS FINANCIAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.