Investment adviser · CRD 116140
FOCUS FINANCIAL
Investment adviser filing (IA)
FOCUS FINANCIAL NETWORK, INC.
MINNEAPOLIS, MN, United States · Form ADV filed Aug 26, 2026
- Regulatory AUM
- $6.82B Form ADV · Item 5.F
- Client accounts
- 27,510 Accounts, not individual clients
- Employees
- 189 Reported in this filing
- Advisory professionals
- 114 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,697 | $3,863,492,613 | 56.6% |
| Individuals | 11,863 | $2,837,538,858 | 41.6% |
| Corporations & businesses | 88 | $67,963,272 | 1.0% |
| Retirement plans | 33 | $52,722,506 | 0.8% |
| Charities | Fewer than 5 | $2,038,984 | 0.0% |
Filing source
Form ADV 2128034 · Aug 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1300 GODWARD STREET NE, SUITE 5500MINNEAPOLIS, MN, 55413, United States
CRD 116140
Filing source
Form ADV 2128034 · Aug 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.