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

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THE NEWS

February 2, 2023
Focus Announces Acquisition Proposal and Exclusivity Arrangement with Clayton, Dubilier & Rice
January 30, 2023
Alliance Benefit Group Southwest to Join Focus Partner Firm Sentinel Group
January 25, 2023
Newman Schimel to Join Focus Partner Firm Kovitz Investment Group, Expanding Kovitz's Greater Chicago Area Presence in its Second Transaction Announced in 2023
January 10, 2023
Financial Partners Capital Management to Join Focus Partner Firm GYL Financial Synergies
January 6, 2023
Oxford Financial Partners Will Join Focus Partner Firm Buckingham Strategic Wealth, Establishing Buckingham's First Office in Cincinnati, Ohio