# Kingsview Partners at a glance

URL: https://www.financialadvsr.com/firms/kingsview
Researched: 2026-10-10
Publisher: Financial ADVSR (https://www.financialadvsr.com)

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.

## Facts

- 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 undisclosed [1]
- Founded: Just over a decade before 2026, per the firm (other sources give earlier dates) [1]
- Footprint: More than 70 offices in 23 states [1]

## Size

- Assets under management: more than $10 billion (as of 2026-08-27) [1]
- Financial advisors: more than 100 (as of 2026-08-27) [1]
- Offices: more than 70 (as of 2026-08-27) [1]

## How advisors affiliate

- Partner advisor: 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. [4]
- Fee-only RIA affiliation for breakaways: 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. [3]

## 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]

Sources:
1. FTV Capital (Kingsview Partners release): Kingsview Partners Announces Significant Growth Investment from FTV Capital, 2026-08-27 (https://ftvcapital.com/2026/kingsview-partners-announces-significant-growth-investment-from-ftv-capital/)
2. FinSMEs: Kingsview Partners Receives Investment From FTV Capital, 2026-08-27 (https://www.finsmes.com/2026/08/kingsview-partners-receives-investment-from-ftv-capital.html)
3. InvestmentNews: Kingsview Partners expands on Texas Panhandle with $600M Edward Jones advisors, 2023-07 (https://investmentnews.com/advisor-moves/kingsview-partners-expands-on-texas-panhandle-with-600m-edward-jones-advisors/240229)
4. EIN Presswire (Kingsview Partners release): Kingsview Partners Welcomes Wealth Managers | Partners Greer Ducker, Jeff Champigny, Lisa Rosenberg in Greensboro, NC, 2024-04 (https://www.einpresswire.com/article/701398762/kingsview-partners-welcomes-wealth-managers-partners-greer-ducker-jeff-champigny-lisa-rosenberg-in-greensboro-nc)