Focus Financial Partners Conference Sponsorship

(LAST UPDATED MAY 9, 2024)

The following entities have provided conference sponsorship to Focus since January 1, 2023:

  • Orion Advisor Technology, LLC
  • Fidelity Brokerage Services LLC
  • FIAM LLC
  • TriState Capital Bank
  • StoneCastle Network, LLC
  • Charles Schwab & Co., Inc.
  • Practifi, Inc.
  • Fidelity Distributors Company LLC
  • Eaton Vance Distributors, Inc. (includes Parametric Portfolio Associates)
  • The Vanguard Group, Inc.
  • Flourish Financial LLC
  • UPTIQ, Inc.
  • Franklin Distributors, LLC (includes O’Shaughnessy Asset Management, L.L.C. (OSAM) and CANVAS)
  • BlackRock, Inc.