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

August 10, 2022
Focus Partner Firm Connectus Wealth Advisers Appoints Chief Executive Officer to Join Connectus Leadership Team
August 10, 2022
RT Mosaic Wealth Management to Join Focus Partner Firm Cardinal Point, Increasing Cardinal Point's Scale and Enhancing Its Western Canadian Presence
August 8, 2022
Focus Treasury and Credit Solutions Partners with Community Capital Technology to Offer Online Loan Marketplace Through an Innovative Digital Platform
August 4, 2022
Focus Financial Partners Reports Second Quarter 2022 Results Revenue Diversification, Variable Expense Base and Global Scale Drive Excellent Financial Performance in Volatile Markets
July 21, 2022
Focus Financial Partners to Release 2022 Second Quarter Results on August 4