We acquire independent fiduciary wealth management firms and support them with access to capital, best practices and continuity planning. Our partner firms maintain their entrepreneurial culture while benefiting from our network and scale.

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CURRENT HAPPENINGS

COMPELLING INVESTMENT THESIS

Substantial and growing market opportunity.

We operate in the highest growth segment of the global wealth management industry. The Registered Investment Advisor (RIA) market is rapidly consolidating, while also being driven by strong, secular tailwinds due to the growing demand for fiduciary advice.

Pure play acquiror with industry-leading scale.

We are the only pure play acquiror in our market and we have a 16-year track record of acquiring excellent firms that are value accretive. Our scale of $300+ billion in client assets and our intellectual expertise are important sources of competitive differentiation.

Unique value proposition.

We are not a financial acquiror. We are strategic, permanent capital investors in RIAs, offering a unique combination of entrepreneurship, growth capital, and value-added services.

Strong financial fundamentals.

Our high-growth business is complemented by a resilient, tax-efficient financial model which has consistently delivered strong results across market cycles.

FOCUS OVERVIEW

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ESG HIGHLIGHTS

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LATEST QUARTERLY RESULTS

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Introduction to Focus Financial Partners

FOCUS in
THE NEWS

March 1, 2024
GW & Wade To Join The Colony Group In Major Transaction
January 29, 2024
Focus Financial Partners Announces Leadership Expansion for 2024
January 19, 2024
Wasserman Wealth Management to Join Focus Partner Firm Buckingham Strategic Wealth, Expanding Buckingham's Presence in Michigan
December 15, 2023
Mesa Financial Group to Join Focus Partner Firm Buckingham Strategic Wealth, Strengthening Buckingham’s Presence in Atlanta
December 7, 2023
Sutton Wealth Advisors To Join Focus Partner Firm Cornerstone, Enhancing Cornerstone's Southeastern Footprint