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

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THE NEWS

August 31, 2023
Clayton, Dubilier & Rice Completes Acquisition of Focus Financial Partners
August 22, 2023
Brian Cook to Join Focus Partner Firm InterOcean Capital Group, Enhancing InterOcean's Presence in the Nashville Area
August 3, 2023
Focus Financial Partners Reports Second Quarter 2023 Results
July 31, 2023
Padlock Investment Management to Join Focus Partner Firm Dorchester Wealth Management, Enhancing Dorchester’s Toronto Presence
July 20, 2023
Focus Financial Partners to Release 2023 Second Quarter Results on August 3