Top Wealth + Best-in-State · rank 1 · Los Angeles, California · listed firm: Focus Partners Wealth
Identity & firm
- Firm — Focus Partners Wealth (high)
- “"currentIAEmployments": [{"firmId": 159289, "firmName": "FOCUS PARTNERS WEALTH, LLC", "iaOnly": "Y", "registrationBeginDate": "7/2/2025"” — sec_finra_regulatory
- “Randy Conner Vice Chair Email rconner@churchillmanagement.com Phone 877.937.7110 About Randy Randy is an integral member of Focus, serving on the firm's Portfolio Management team.” — firm_official
- Parent company — Focus Financial Partners (medium)
- “Other Sites Focus Financial Partners Focus Advisor Solutions” — firm_official
- Firm type — independent_ria (high)
- “"bcScope": "NotInScope", "iaScope": "Active"” — sec_finra_regulatory
- “Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services in Los Angeles, CA.” — firm_official
- Team name — gap: not_found_after_search
- Team size — gap: not_public
- CRD — 4396528 (high)
- “"basicInformation": {"individualId": 4396528, "firstName": "CHARLES", "middleName": "RANDALL", "lastName": "CONNER", "nameSuffix": "MR.", "otherNames": ["CHARLES RANDALL CONNER", "RANDY C CONNER"]” — sec_finra_regulatory
- Years experience — 34 (medium)
- “Tenure: With Churchill since 1992; member of the firm's Portfolio Management team” — professional_press
- “"daysInIndustryCalculatedDateIAPD": "1/16/2006"” — sec_finra_regulatory
- Designations — — (medium)
- “Education and Professional Milestones -University of Southern California - MBA” — firm_official
- “"stateExamCategory": [{"examCategory": "Series 65", "examName": "Uniform Investment Adviser Law Examination", "examTakenDate": "1/13/2006", "examScope": "IA"}]” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 10400 (high)
- “$10.4B Team Assets (Custodied)” — forbes_shook
- Account minimum ($M) — 1 (high)
- “$1M Min Account Size For New Business” — forbes_shook
- Typical client net worth ($M) — 6.25 (high)
- “$2.5-10M Typical Net Worth Of Relationships” — forbes_shook
- Client niche — generalist (medium)
- “Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities.” — firm_official
- Custodians — gap: not_public
- Fee model — aum_fee (medium)
- “"bcScope": "NotInScope", "iaScope": "Active"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.focuspartners.com/people/randy-conner (high)
- “Randy Conner Vice Chair Email rconner@churchillmanagement.com Phone 877.937.7110” — firm_official
- Value proposition (verbatim) — Our mission is to elevate lives by leveraging the capabilities and expertise only the largest financial institutions can provide while delivering a deeply personalized experience. As your trusted partner and advocate, we bring clarity to complexity, empower your aspirations, and reimagine the intersection of life and finance. (medium)
- “Our mission is to elevate lives by leveraging the capabilities and expertise only the largest financial institutions can provide while delivering a deeply personalized experience. As your trusted partner and advocate, we” — firm_official
- Differentiators — Institutional-scale capabilities paired with a deeply personalized experience, Non-siloed, non-territorial team service model, Locally based advisors backed by a nationwide network, "Doing well by doing right" — pro bono financial advice partnerships, Top-ranked ETF Sector Rotation Strategy (Conner's own strategy) (medium)
- “Responsive Advisors We lead with service. We are team players, neither siloed nor territorial, and built to serve our clients with the collective intelligence and experience of our greatest minds working together.” — firm_official
- “Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network.” — firm_official
- Content marketing — none (low)
- “Randy has appeared on Fox Business Channel, has been featured in Investor's Business Daily and Forbes magazine, and was featured in a State Street Global Advisors Case Study for the retail investor.” — firm_official
- Has podcast — no (medium)
- “Randy has appeared on Fox Business Channel, has been featured in Investor's Business Daily and Forbes magazine, and was featured in a State Street Global Advisors Case Study for the retail investor.” — firm_official
- Books published — 0 (low)
- “Education and Professional Milestones -University of Southern California - MBA” — firm_official
- Linkedin url — https://www.linkedin.com/in/randy-conner-2456934/ (low)
- “Randy Conner - President - Churchill Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Visit us on Facebook (opens in a new tab) Visit us on LinkedIn (opens in a new tab) Visit us on Twitter (opens in a new tab)” — firm_official
- Press awards — Barron's 2026 Top 1,500 Financial Advisors, Los Angeles Business Journal — Most Influential Wealth Managers, PSN Top Gun Manager of the Decade (ETF Sector Rotation strategy), Fox Business Channel appearance, Investor's Business Daily featured columnist on ETFs (medium)
- “Randy has appeared on Fox Business Channel, has been featured in Investor's Business Daily and Forbes magazine, and was featured in a State Street Global Advisors Case Study for the retail investor.” — firm_official
- “Most Influential Wealth Managers: Randy C. Conner - Los Angeles Business Journal” — professional_press
Visual brand
- Has distinct logo — no (high)
- Logo url — https://focus-financial.transforms.svdcdn.com/production/images/site/New-Focus-Logo-for-Website_2026-04-02-184405_qlqj.png?w=2470&h=497&auto=compress%2Cformat&fit=crop&dm=1775155445&s=705d877c3cb67793eac04f86c362d9b1 (high)
- Visual brand notes — Corporate Focus Partners identity: navy-and-white wordmark, clean sans-serif type, generous white space, retouched studio headshots on plain backdrops. No team-level sub-brand; legacy Churchill styling fully replaced. (medium)
- “<img class="block m-0 w-full h-auto" src="https://focus-financial.transforms.svdcdn.com/production/images/people/191205-Churchill-07-Randy-Conner-035_Retouch-Web.jpg?w=653&h=680&q=82&auto=format&fit=crop&” — firm_official
