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

July 1, 2022
Ross Bennet Smith to Join Focus Partner Firm NKSFB, Expanding NKSFB’s Presence into the United Kingdom
July 1, 2022
Pro Ice Management Group Team to Join Focus Partner Firm Cardinal Point, Enhancing Cardinal Point’s U.S. - Canadian Cross-Border Expertise & Establishing Its Presence in Professional Athlete Market
June 15, 2022
Icon Wealth Partners to Join Focus as a New Partner Firm, Broadening Focus Presence in the Texas Wealth Management Market
June 8, 2022
Focus Financial Partners to Present at the Morgan Stanley 2022 US Financials, Payments & CRE Conference
May 31, 2022
Grecu Capital Management Will Join Focus Partner Firm Buckingham Strategic Wealth, Further Expanding Buckingham’s West Coast Presence