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Focus Partners Wealth

EST. AUM
$181,862,000,000

CONTACTS
61

CLIENT ACCOUNTS
220,585

Firm Details

Metro area New York City
CRD Number 159289
Website focuspartners.com
Client types

Overview

Focus Partners Wealth, previously known as The Colony Group, is a leading wealth management firm providing a broad range of financial services to individuals, families, and institutions. Over the years, the firm has undergone significant expansion through mergers and acquisitions, strengthening its capabilities across investment management, financial planning, estate planning, and family office services. The firm’s transition into Focus Partners Wealth reflects a strategic move to unify its operations under a more comprehensive and integrated wealth management structure. This rebranding was driven by its parent company, Focus Financial Partners, which has been consolidating independent wealth management firms to create a more robust advisory network.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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