RIA · Independent channel
Focus Partners Wealth
Includes the history of EverNest Financial Advisors (acquired May 2026)
Focus Partners Wealth has a documented practice acquisition or merger route for established advisory firms.
- Website
- focuspartners.com
- Regulator record
- FOCUS PARTNERS WEALTH, LLC (SEC)
Recorded arrivals
1
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
$960M
Reported practice assets · 1 of 1 disclosed
Departure assets
$1.3B
Reported practice assets · 1 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
Departures went to
Destination firms, by number of teams
01
1
Arrivals 1
Teams joining Focus Partners Wealth in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| May 29 | Acquisition | EverNest Financial AdvisorsCarmel, IN | EverNest Financial AdvisorsRIAacquired by Focus Partners Wealth, May 2026 | $960M | AdvisorHub |
Departures 1
Teams leaving Focus Partners Wealth in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Apr 28 | Lateral | Mosaic Value PartnersAliso Viejo, CA | MarinerRIA | $1.3B | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.