RIA
Kingsview Partners
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Kingsview Partners at a glance
Researched Oct 2026Kingsview Partners is an independent RIA that bills itself as a wealth management partnership, giving affiliated advisors technology, compliance, operations and marketing support while they run local offices; its advisory business operates as Kingsview Wealth Management. It has grown largely by recruiting Edward Jones and Wells Fargo advisors, and in August 2026 it agreed to take a growth investment from FTV Capital, reporting more than $10 billion in assets under management at the time.
- Headquarters
- Grants Pass, Ore., per 2026 deal coverage (FTV Capital's portfolio page lists Chicago)2
- Ownership
- Private; founder-led (CEO Josh Lewis) with management retaining significant ownership; FTV Capital agreed to a growth investment in August 2026, expected to close in the fourth quarter of 2026, terms undisclosed1
- Founded
- Just over a decade before 2026, per the firm (other sources give earlier dates)1
- Footprint
- More than 70 offices in 23 states1
How advisors affiliate
- Partner advisorAdvisors join as partners and run a Kingsview office under Kingsview Wealth Management, using the firm's central technology, compliance, operations and marketing; three former Edward Jones advisors joined in Greensboro, N.C., as partners in April 2024.4
- Fee-only RIA affiliation for breakawaysBrokers leaving firms such as Edward Jones and Wells Fargo Advisors have joined to work as fee-only advisors under the RIA, in some cases giving up their brokerage licenses.3
How advisors are paid
No firm-specific figures have been published that we could verify.
Joining: deals and equity
- Kingsview said in August 2026 that it averaged 97% advisor retention over three years and offers tailored transition and onboarding support, with FTV's capital earmarked partly for adding advisors.1
- InvestmentNews reported in July 2023 that a family of three Edward Jones advisors with about $470 million in client assets opened a Kingsview office in Amarillo, Texas, its second Panhandle office from Edward Jones in two months.3
Figures are as reported by the sources below and change over time. Payout and deal figures are general ranges, not offers.
- Kingsview Partners Announces Significant Growth Investment from FTV Capital FTV Capital (Kingsview Partners release), Aug 2026
- Kingsview Partners Receives Investment From FTV Capital FinSMEs, Aug 2026
- Kingsview Partners expands on Texas Panhandle with $600M Edward Jones advisors InvestmentNews, Jul 2023
- Kingsview Partners Welcomes Wealth Managers | Partners Greer Ducker, Jeff Champigny, Lisa Rosenberg in Greensboro, NC EIN Presswire (Kingsview Partners release), Apr 2024
From the Newsroom
Kingsview Partners on the wire
Search the wire →No recent coverage. This page updates automatically as stories break.
Kingsview Partners: questions
What kind of firm is Kingsview Partners?
Kingsview Partners is an independent RIA that bills itself as a wealth management partnership, giving affiliated advisors technology, compliance, operations and marketing support while they run local offices; its advisory business operates as Kingsview Wealth Management. It has grown largely by recruiting Edward Jones and Wells Fargo advisors, and in August 2026 it agreed to take a growth investment from FTV Capital, reporting more than $10 billion in assets under management at the time.
How big is Kingsview Partners?
Assets under management: more than $10 billion as of August 2026, according to FTV Capital (Kingsview Partners release). Financial advisors: more than 100 as of August 2026, according to FTV Capital (Kingsview Partners release). Offices: more than 70 as of August 2026, according to FTV Capital (Kingsview Partners release).
How can an advisor affiliate with Kingsview Partners?
Kingsview Partners offers partner advisor and fee-only ria affiliation for breakaways. Advisors join as partners and run a Kingsview office under Kingsview Wealth Management, using the firm's central technology, compliance, operations and marketing; three former Edward Jones advisors joined in Greensboro, N.C., as partners in April 2024. Brokers leaving firms such as Edward Jones and Wells Fargo Advisors have joined to work as fee-only advisors under the RIA, in some cases giving up their brokerage licenses.
How do advisors and firms join Kingsview Partners?
Kingsview said in August 2026 that it averaged 97% advisor retention over three years and offers tailored transition and onboarding support, with FTV's capital earmarked partly for adding advisors. InvestmentNews reported in July 2023 that a family of three Edward Jones advisors with about $470 million in client assets opened a Kingsview office in Amarillo, Texas, its second Panhandle office from Edward Jones in two months. Terms vary by firm and change over time.
What is the latest news about Kingsview Partners?
Financial ADVSR’s latest reporting on the firm is “FTV Capital takes growth stake in Kingsview Partners” (October 17).
Has Kingsview Partners been involved in recent deals?
The moves tracker has recorded 1 deal involving Kingsview Partners in the last 90 days. The most recent: Why PE shop FTV chose $13.7bn Kingsview for its first RIA investment (Citywire RIA, October 16).