ria

Focus Partners Wealth

ST. LOUIS, MO

CRD: 159289

In network coverage since August 18, 2026 · 9 stories

$182BRegulatory AUMSEC Form ADV · Oct 24

1,915EmployeesForm ADV

Regulatory AUM · Aug 22 – Oct 24

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M&A

Deal lawyer Corey Kupfer predicts an RIA IPO within two years

Mercer Advisors refinanced $1.9 billion of private debt and Beacon Pointe closed a $1.2 billion raise, capital Kupfer links to the push toward a listing.

RIA · Oct 19Focus names Nevis enterprise AI platform, starting with account opening

Tax & estate planning · Oct 15Focus Partners Wealth’s Jeffrey Levine tells advisors to keep college savings in 529 plans

Products & portfolios · Sep 25The 4% rule sets the floor; the ratchet handles the upside

Distribution · Sep 23CAIS puts seven shelf gatekeepers on its roadmap

Practice management · Sep 22The videos won 80,000 followers; the offer won the clients

Products & portfolios · Sep 17The blended risk score averages away the binding constraint

Tax & estate planning · Aug 29Respect the client's mental hierarchy to win retirement plans

Tax & estate planning · Aug 18The client's gut is financial data

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Deal lawyer Corey Kupfer predicts an RIA IPO within two years