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

November 28, 2022
Focus Financial Partners Closes Credit Refinancing, Raising New Term Loan and Extending Maturities and Increasing Financial Flexibility
November 22, 2022
Clintsman Financial Planning to Join Focus Partner Firm Buckingham Strategic Wealth, Strengthening Buckingham's Presence in the Dallas/Forth Worth Area
November 22, 2022
Focus Financial Partners to Present at the Goldman Sachs 2022 US Financial Services Conference
November 16, 2022
Spectrum Wealth Management to Join Focus as a New Partner Firm, Strengthening Focus' Partner Presence in the Midwest
November 11, 2022
Focus Financial Partners Announces Launch of Credit Facility Refinancing Reaffirms 3.5x to 4.5x Net Leverage Ratio Target