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.

Introduction to Focus Financial Partners

FOCUS in
THE NEWS

September 23, 2022
Alpha Insurance Group Will Join Focus Partner Firm Ancora Holdings, Strengthening Ancora's Integrated Service Offering
September 22, 2022
FourThought Private Wealth to Join Focus as a New Partner Firm, Deepening Focus' Presence in the Florida Wealth Management Market
September 15, 2022
Beaumont Financial Partners, a Premier Independent Wealth Manager With a Substantial Presence in the Boston Metro Area, to Join Focus as a New Partner Firm
August 29, 2022
Dental Wealth Will Join Focus Partner Firm Buckingham Strategic Wealth, Further Expanding Buckingham’s Presence in the Pacific Northwest
August 26, 2022
Emerald Spectrum Advisory Team to Join Focus Partner Firm Hill Investment Group, Establishing Hill’s Presence in Nashville