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

May 18, 2022
Samson Wealth Management Group to Join Focus Partner Firm XML Financial Group, Expanding XML's Presence in the Mid-Atlantic Region
May 16, 2022
Bergman Investment Management To Join Focus Partner Firm Buckingham Strategic Wealth, Further Expanding Buckingham’s Presence in the San Francisco Bay Area
May 12, 2022
Focus Financial Partners Announces $200 Million Share Repurchase Authorization
May 5, 2022
Focus Financial Partners Reports First Quarter 2022 Results
April 30, 2022
Henry + Horne Wealth Management Will Join Focus Partner Firm InterOcean Capital Group, Strengthening InterOcean's Presence in the Southwest