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Churchill Management Group

Finance & Accounting · Los Angeles

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Churchill Management Group — Los Angeles

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About Churchill Management Group · Los Angeles

Churchill Management Group has been acquired by Focus Partners Wealth, effective Q3 2025. The firm contributed approximately $9.4 billion in regulatory assets under management as of March 31, 2025. Now operating under the Focus brand, it continues to offer personalized wealth management services through a network of senior advisors and specialized professionals. The business emphasizes aligning financial planning with clients’ personal values and life goals.

Churchill Management Group, now part of Focus Partners Wealth, provides comprehensive wealth management services including financial planning, investment strategies, and specialized planning for individuals, business owners, and nonprofits. The firm’s advisors are focused on helping clients achieve harmony between their financial goals and personal values. It is not explicitly identified as Catholic-owned or faith-based in any of the provided text. The acquisition was completed in Q3 2025, and the firm’s assets under management were reported at $9.4 billion as of March 31, 2025. Services include digital estate planning, tax-efficient giving, retirement savings prioritization, and market outlook analysis. The firm is ranked No. 3 on USA TODAY’s 2026 Best Financial Advisory Firms List.

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About Focus Partners Wealth

Personalized Wealth Advice. Your future is our focus™. At Focus, we offer a personalized approach to wealth management, built around your goals, your values, and the life you're building.

What We Offer

Find harmony in your life and investments. Your money powers a broader set of objectives that ultimately help you live the life you aspire to—both today and in the future. Through our carefully designed, research-backed investment strategies, we help you focus on what matters.

Our Services

Our services go beyond traditional money management. With a network of specialized professionals across the country, we’re committed to serving you with the care you both need and deserve, whether you are an individual investor, business owner or nonprofit.

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