PlanOptica

Filings through .

Focus Financial Partners LLC

Matched across 3 name variants in the filings

Analytics

Market position · 2024

Plans served8Rank #8010 of mapped providers
Assets under administration$423M0.0%Rank #9840 by share of filed assets
Fees received$410,012Median $33,951/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

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