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.

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THE NEWS

December 31, 2021
Provident Financial Management and London & Co., both Multi-Family Office and Business Management Firms, to Join Focus Together as a Newly Created Partner Firm
December 31, 2021
Avery & Greig Has Joined Focus Partner Firm NKSFB, Enhancing NKSFB's Tax and Business Management Expertise
December 17, 2021
Focus Financial Partners Full Exercise of Underwriters' Option
December 16, 2021
Focus Financial Partners Prices Offering of Class A Common Stock
December 15, 2021
Focus Financial Partners Announces Launch of Offering of Class A Common Stock