XML FINANCIAL GROUP
SEC RegisteredBuilt with Purpose.
About the firm
Focus Financial Partners is a leading fiduciary advice company comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a client-first fiduciary philosophy, Focus delivers these solutions at scale. Since its inception, it has empowered its network firms and their advisors to create and sustain a tailored, client-first experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Focus offers integrated wealth management, family office, and business management solutions, including tax planning and preparation, trust and estate planning, insurance and risk, alternative investments, business-owner and valuation services, lifestyle services, credit and lending solutions, and family office services for ultra-high-net-worth individuals and families.
Who they serve
Clients of independent wealth management advisors and firms within the Focus network, including ultra-high-net-worth individuals and families, business owners, and those with complex personal and financial lives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,057 | $1.8B |
| High Net Worth Individuals | 833 | $1.4B |
| Charitable Organizations | 22 | $26M |
| State/Municipal Entities | 13 | — |
30 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
29 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3,000,000 | 1.00% |
| Next $1,000,000 | 0.90% |
| Next $1,000,000 | 0.80% |
| Next $1,000,000 | 0.70% |
| Next $1,000,000 | 0.60% |
| Next $1,000,000 | 0.50% |
| Next $1,000,000 | 0.40% |
| Next $1,000,000 | 0.30% |
| Next $1,000,000 | 0.20% |
| Next $1,000,000 | 0.20% |
| Next $1,000,000 | 0.20% |
| Next $1,000,000 | 0.20% |
| Next $1,000,000 | 0.20% |
| Next $5,000,000 | 0.20% |
| Above $20,000,000 | 0.10% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. XML FINANCIAL GROUP 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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