Press Releases

October 2, 2017   Click here to view entire article

Focus Partner Telemus Capital Completes Merger with Barrington Strategic Wealth Management Group

New York, NY – Oct 2, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of independent, fiduciary wealth management firms, today announced that its Southfield, Michigan-headquartered partner firm Telemus Capital (‘Telemus’) has joined forces with Barrington Strategic Wealth Management Group (‘Barrington’), an independent registered investment advisory firm based in Chicago, Illinois. The merger, […]

September 25, 2017   Click here to view entire article

Focus Financial Partners Closes Two Mergers

New York, NY – Sept 25, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of independent, fiduciary wealth management firms, today announced that it has closed mergers for two partner firms: Carnick & Kubik Group (‘Carnick & Kubik’) and JFS Wealth Advisors (‘JFS’). “We founded Focus with the goal of connecting like-minded entrepreneurs […]

September 12, 2017   Click here to view entire article

North Carolina – Based Ultra-High-Net-Worth Firm Eton Advisors Joins Focus

New York, NY – September 12, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of independent, fiduciary wealth management firms, today announced that Eton Advisors (‘Eton’), a registered investment advisory firm based in Chapel Hill, North Carolina, joined the partnership on September 1, 2017. A leading provider of sophisticated wealth management services for […]

August 28, 2017   Click here to view entire article

Focus Financial Partners Momentum Wins Place on Inc. 5000 List of America’s Fastest Growing Private Companies

– 80% Growth over Three Years Puts Focus on the List for the Sixth Time – New York, NY – August 28, 2017 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management and financial services firms, today announced it has been named for an extraordinary sixth time as one of the […]

July 26, 2017   Click here to view entire article

Focus Partner Buckingham Boosts Its National Presence

New York, NY – July 26, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of independent, fiduciary wealth management firms, today announced that its St. Louis-headquartered partner firm Buckingham Strategic Wealth (‘Buckingham’) merged with two independent registered investment advisory firms, Focus Wealth Management and WIN Wealth Management. The deals, which closed on July […]

July 19, 2017   Click here to view entire article

Texas-Based Ultra-High-Net-Worth Firm Joins the Focus Partnership

– Focus Builds Upon Its Successes in High End Advisory Services – New York, NY – July 19, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of independent, fiduciary wealth management firms, today announced that Brownlie & Braden Advisors, LLC (“Brownlie & Braden”), an independent registered investment advisory firm headquartered in Dallas, Texas, […]

July 10, 2017   Click here to view entire article

Focus Partner Merriman Expands Presence in Oregon Through Second Merger

New York, NY – July 10, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of independent, fiduciary wealth management firms, today announced that its Seattle-headquartered partner firm Merriman Wealth Management (‘Merriman’) has joined forces with Carter & Carter Wealth Strategies (‘Carter & Carter’), an independent registered investment advisory firm based in Eugene, Oregon. […]

June 19, 2017   Click here to view entire article

Focus Partner HoyleCohen Expands to Los Angeles Through Merger

New York, NY – June 19, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of independent, fiduciary wealth management firms, today announced that California-based partner firm HoyleCohen completed a merger with Libbie Agran Financial Services & Seminars (‘Libbie Agran’), a registered investment advisory firm based in Santa Monica, California. This is HoyleCohen’s third […]

May 15, 2017   Click here to view entire article

SCS Financial Joins Focus Financial Partners

New York, NY – May 15, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of independent, fiduciary wealth management firms, today announced that SCS Financial and its subsidiary, SCS Capital Management (‘SCS’), an independent registered investment advisory firm based in Boston, Massachusetts and New York, New York, has entered into a definitive agreement […]

May 1, 2017   Click here to view entire article

Focus Adds Bordeaux Wealth Advisors to the Partnership

– Silicon Valley-based firm serving ultra-high-net-worth clientele looks to strengthen its presence in the Western U.S. – New York, NY – May 1, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of independent, fiduciary wealth management firms, today announced that Bordeaux Wealth Advisors, an independent registered investment advisory firm headquartered in Menlo Park, […]

April 18, 2017   Click here to view entire article

Focus Financial Partners To Receive Significant Investment from Stone Point Capital and KKR

New York, NY – April 18, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of independent, fiduciary wealth management firms, announced today that an investor group led by Stone Point Capital (‘Stone Point’) and KKR will acquire a majority stake in the company, which values Focus at approximately $2 billion. Selling shareholders include […]

April 17, 2017   Click here to view entire article

Gelfand, Rennert and Feldman Joins Focus Financial Partners

– Focus Adds Specialist Serving Entertainers, Executives and HNW Individuals – New York, NY – April 17, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of independent, fiduciary wealth management firms, today announced that Gelfand, Rennert and Feldman (‘GR&F’), a full-service business management firm headquartered in Los Angeles, California, joined Focus on April […]

April 3, 2017   Click here to view entire article

Boston-based Lake Street Advisors Joins Focus Financial Partners

– Multi-family Office Plans to Leverage Focus Resources to Turbocharge Growth – New York, NY – April 3, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of independent, fiduciary wealth management firms, today announced that Lake Street Advisors (‘Lake Street’), an independent registered investment advisor located in Boston, Massachusetts and Portsmouth, New Hampshire, […]

March 14, 2017   Click here to view entire article

Focus Supports Strategic Transaction of MW Lomax, Continuing Momentum in Australia

– MW Lomax Accelerates Growth Less Than A Year After Focus Investment – Melbourne, Australia – March 14, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of fiduciary wealth management firms, today announced Brisbane-based wealth management firm Westwood Group (‘Westwood’) has joined forces with MW Lomax, a Melbourne-headquartered firm that partnered with Focus […]

February 27, 2017   Click here to view entire article

Former Merrill Lynch Advisors Launch Campbell Deegan Financial with the Support of Focus Financial Partners

New York, NY – February 27, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of independent, fiduciary wealth management firms, today announced the launch of Campbell Deegan Financial (‘Campbell Deegan’), a registered investment advisory firm based in Richmond, Virginia. Campbell Deegan is led by former Merrill Lynch advisors Sean C. Campbell and Timothy […]

February 6, 2017   Click here to view entire article

Texas-Based Firm CFO4Life Joins Focus Financial Partners

– Growth-Oriented Firm Plans to Leverage Focus’ Resources to Strengthen its Regional Presence – New York, NY – February 6, 2017 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced that CFO4Life, a registered investment advisory firm based in Coppell, Texas, joined the Focus partnership as of February […]

January 23, 2017   Click here to view entire article

Focus Partner Firm Benefit Financial Services Group Expands with Second Merger

Focus’ M&A Resources Support Partner Firm’s Fast Growth  New York, NY- January 23, 2017 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced that its southern California-based partner firm Benefit Financial Services Group (‘BFS’) closed a merger with PacWest Financial Management (‘PacWest’), a registered investment advisory firm based […]

January 17, 2017   Click here to view entire article

Focus Partner Firm The Colony Group Closes Merger with Jones Barclay Boston

– Colony closes fifth strategic transaction, expanding the firm to Denver and adding a professional athlete & entertainment practice – New York, NY- January 17, 2017 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced its partner firm, The Colony Group (‘Colony’), has closed a merger with Jones […]

January 9, 2017   Click here to view entire article

Focus Financial Partners Welcomes Crestwood Advisors to the Partnership

– Boston-based RIA Set to Leverage Focus’ Resources to Further Strengthen Client Service and Accelerate Growth – New York, NY – January 9, 2017 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced that Boston-based registered investment advisory firm Crestwood Advisors (‘Crestwood’) joined the Focus partnership on January 1, […]

October 4, 2016   Click here to view entire article

Fourth Former Broker Team Joins Focus Financial Partners

-New Firm Plans to Leverage Focus to Execute M&A Strategies in the Greater D.C. Metro Area- New York, NY – October 4, 2016 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced the launch of XML Financial Group (‘XML’), a registered investment adviser (‘RIA’) headquartered in Rockville, Maryland. […]

August 17, 2016   Click here to view entire article

Focus Financial Partners Named to Inc. 5000 List for the Fifth Time

New York, NY –August 17, 2016 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced it has been named one of the nation’s fastest-growing private companies again, according to Inc. magazine’s Inc. 5000 list which ranks companies by the percentage of revenue growth over a period of three years. […]

August 1, 2016   Click here to view entire article

Focus Financial Partners Helps Former Wells Fargo Advisors Launch GYL Financial Synergies

New York, NY- August 1, 2016 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced the launch of GYL Financial Synergies (‘GYL,’), formerly Goldberg, Yolles & Lepore, a registered investment advisor based in West Hartford, Connecticut. GYL is led by former Wells Fargo advisors Gerald B. Goldberg, Jonathan […]

May 17, 2016   Click here to view entire article

Focus Financial Partners and J.P. Morgan Asset Management Publish White Paper on Succession Planning

–White Paper Examines How Succession Planning Protects and Enhances the Future of RIAs – New York, NY – May 17, 2016 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today released a white paper, “Succession planning: Protecting and enhancing the future of your business” in partnership with J.P. Morgan Asset […]

May 9, 2016   Click here to view entire article

Focus Financial Partners Expands into Australia with MW Lomax

– MW Lomax strengthens its client offering and capital position to fund future growth- – Focus increases its global footprint following market entry in the United Kingdom and Canada – Melbourne, Australia – May 9, 2016 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced that MW Lomax Group […]

May 2, 2016   Click here to view entire article

Gratus Capital Management Expands Presence in the Greater Atlanta Area

– Strategic Transactions Remain Dynamic Among Focus Partner Firms – New York, NY – May 2, 2016 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced the addition of seasoned advisor, Marc Heilweil to one of its partner firms, Gratus Capital Management (‘Gratus’), a registered investment advisory firm based […]

April 25, 2016   Click here to view entire article

Focus Financial Partners Continues Momentum in Q2

– Strategic Transactions Further Increase Presence for Focus Firms Buckingham and FFO – New York, NY – April 25, 2016 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced that two of its partner firms – Buckingham Asset Management and FFO – closed transactions on April 1, 2016. These […]

April 18, 2016   Click here to view entire article

Focus Partner Firm Merriman Wealth Management Joins Forces with Summit Capital Management

– Acquisition Reinforces Merriman’s Leading Position in the Pacific Northwest – New York, NY – April 18, 2016 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, announced today that Summit Capital Management (‘Summit Capital’), a boutique RIA based in Seattle, Washington, closed a transaction to become part of Merriman Wealth […]

April 11, 2016   Click here to view entire article

Waddell & Associates Joins Focus Financial Partners

– Partnership Bolsters Focus’ Presence in the Tennessee Region – New York, NY – April 11, 2016 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced that Memphis, Tennessee-based registered investment advisory firm Waddell & Associates (‘Waddell’) joined Focus on April 1, 2016. Waddell is the first Focus firm […]

April 4, 2016   Click here to view entire article

Fast-Growing RIA Carnick & Kubik Joins Focus Financial Partners

– Colorado-Based Firm Set to Utilize Partnership with Focus to Elevate its Growth Strategies – New York, NY – April 4, 2016 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced that Carnick & Kubik (‘Carnick & Kubik’), a Denver, Colorado-based registered investment advisory firm, joined Focus on April […]

March 10, 2016   Click here to view entire article

Focus Financial Partners Congratulates Joel Isaacson on Being Named to the NAPFA National Board of Directors

NEW YORK, NY – March 10, 2016– Focus Financial Partners, LLC (‘Focus’), a leading partnership of independent wealth management firms, is pleased to congratulate Joel Isaacson, CEO and Founder of its partner firm, Joel Isaacson & Co., on being named to the National Board of Directors of the National Association of Personal Financial Advisors (‘NAPFA’). The […]

January 25, 2016   Click here to view entire article

Focus Starts 2016 Strong by Helping its Partner Firms Close Three Mergers

New York, NY – January 25, 2016 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced the closing of merger deals for three of its partner firms – Benefit Funding Services Group, Bridgewater Wealth & Financial Management and Buckingham Asset Management. The Focus partner firms are poised for further […]

January 19, 2016   Click here to view entire article

Focus Financial Partners Adds Douglas C. Lane & Associates

– Wealth Management Firm Contributes to Focus’ Increased Presence in the New York Metropolitan Area – New York, NY – January 19, 2016 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, announced today that New York City-based registered investment advisory firm Douglas C. Lane & Associates (‘DCL&A’) has joined Focus […]

January 11, 2016   Click here to view entire article

Kovitz Investment Group Joins Focus Financial Partners

– Focus Continues to Expand Its Presence in the Greater Chicago Area – New York, NY – January 11, 2016 – Focus Financial Partners (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, announced today that Chicago-based Kovitz Investment Group (‘Kovitz’) has joined the Focus partnership as of January 1, 2016. Kovitz becomes the fourth […]

November 16, 2015   Click here to view entire article

Focus Financial Helps Breakaway Merrill Lynch Advisors Launch One Charles Private Wealth

New York, NY- November 16th, 2015 – Focus Financial Partners, LLC (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced the launch of One Charles Private Wealth, LLC (‘One Charles’), an independent Registered Investment Advisor based in Hingham, Massachusetts and led by former Merrill Lynch advisors Paul Squarcia and Erik Wallin. One Charles […]

October 20, 2015   Click here to view entire article

Focus Completes Four Mergers for Partner Firms

New York, NY – October 20, 2015 – Focus Financial Partners, LLC (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced the closing of four merger deals for three of its partner firms — Buckingham Asset Management, JFS Wealth Advisors and Summit Financial Wealth Advisors. These mergers will help the firms to significantly […]

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