Thank you to everyone who joined our session, “Unlocking Value in Private Equity,” with Michael Nathanson and Dan Glaser at #SchwabIMPACT 2024! It was a fantastic session, and we were excited to host our San Francisco Partners’ reception afterwards, where we met with partners and colleagues from the larger Bay Area community. We look forward to more opportunities to continue these conversations in 2025! #SchwabIMPACT #RIA #PrivateEquity #FocusFinancialPartners Adero Partners | ARS Wealth Advisors | Bordeaux Wealth Advisors | Cornerstone Wealth Group, LLC | Kovitz | Clayton, Dubilier & Rice | Hill Investment Group | Sentinel Group | The Colony Group
Focus Financial Partners
Financial Services
New York, NY 10,838 followers
We are strategic investors in RIAs, providing value-added support, access to capital for growth, and succession planning
About us
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. Focus partner firms benefit from the synergies, scale, economics and best practices offered by Focus to achieve their business objectives.
- Website
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https://www.focusfinancialpartners.com
External link for Focus Financial Partners
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Public Company
- Founded
- 2006
- Specialties
- RIA
Locations
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Primary
875 3rd Avenue, 28th Floor
New York, NY 10022, US
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50 California St.
Suite 2950
San Francisco, CA 94111, US
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515 N. Flagler Drive
Suite 550
West Palm Beach, FL 33401, US
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600 Congress Avenue
Suite 2170
Austin, TX 78701, US
Employees at Focus Financial Partners
Updates
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Supporting our community is at the heart of what we do. Each year, we’re honored to contribute to charities chosen by our award winners, reflecting causes that hold personal significance for our partners and team members. At this year’s Fall Partners’ Meeting, we donated to organizations advancing healthcare, education, youth mentorship, and community services, including Samaritan's Purse, Toronto Foundation for Student Success, Dana-Farber Cancer Institute, Make-A-Wish Georgia, and more. These charities reflect the dedication and values of our colleagues and partners, and we’re grateful to join them in making a positive impact. #CommunityImpact #GivingBack
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If you’re attending #SchwabIMPACT 2024, don’t miss our session on private equity ownership in the RIA space! Michael Nathanson, CEO at Focus Financial Partners, and Dan Glaser, Operating Partner at Clayton, Dubilier & Rice, will host a fireside chat titled, “Unlocking Value in Private Equity,” on Wednesday, November 20th from 1:30 p.m. – 2:30 p.m. PT. They’ll discuss CD&R’s acquisition of Focus Financial Partners, the value private equity brings to RIAs, and how the operational buyout model is reshaping the industry. Register online today or in the app to reserve your spot! #RIA #PrivateEquity #FocusFinancialPartners
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How are M&A deals evolving in wealth management? Sonia Vergel, Principal at Focus Financial Partners, shares how seller priorities are shifting to secure the future of their firms. “It’s not just [about] founders anymore,” she notes. “There is next gen in the firm. People are asking, ‘How do I make sure I can retain those people? How do I incentivize them? How do I give them the right instruments to be better at their jobs?’” At Focus, we’re structuring deals with this in mind—going beyond liquidity events to create lasting value for next-gen leaders and clients alike. Watch the full episode below to learn more: https://lnkd.in/d6erJ2Uf #MergersandAcquisitions #FocusFinancialPartners
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Thank you to our incredible sponsors for supporting our Fall 2024 Partners' Meeting and helping make this event a resounding success! Your commitment to our organization strengthens connections across our partner firms, driving innovation and sustainable growth throughout the industry. We’re excited to see what’s next! #partnership #FocusFinancialPartners #wealthmanagement Charles Schwab | CAIS | Stone Ridge Asset Management | Eaton Vance | Blackstone | Nuveen, a TIAA company | Pinegrove Capital Partners
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Today we announced that GYL Financial Synergies has formally joined The Colony Group. The combination of these two teams will further deepen Colony's bench of experts and strengthen the firm's capabilities across financial planning, investment management and institutional consulting. Our CEO Michael Nathanson said: “This deal marks the 8th merger into Colony this year, a milestone that underscores the continued momentum of Focus Financial Partners’ forward-looking strategy. Bringing together two like-minded Focus firms that offer a wealth of talent, experience, and scale is exactly the kind of strategic alignment needed to drive innovation, accelerate growth, empower advisors, and create additional value for clients.” Learn more about this merger, which brings the total number of Colony offices nationwide to 100: https://lnkd.in/eyh82hXi
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Today, we announced that Homan Wealth Advisors will be joining our partner firm Buckingham Strategic Wealth, a trade name of The Colony Group. Since 2003, Homan has partnered with Buckingham Strategic Partners to manage its back-office operations, enabling the firm to dedicate more time to serving clients and delivering tailored solutions. This long-standing relationship made joining forces a natural step to expand services and presence. This transaction also marks the first external acquisition for the combined Buckingham and Colony team, creating a unique opportunity for future advisors and clients. Read the full press release here: https://lnkd.in/eSgcD9bW
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Yesterday at our Fall Partners’ Meeting, we enjoyed a full day of learning and networking sessions focused on increasing the impact of our advisors. Keynote speaker Peter Sheahan encouraged us to prioritize personal growth to achieve commercial success, challenging leaders to solve higher-order problems, take intelligent risks, and commit to the hard work needed for growth and transformation. Sessions addressed key topics including risk management, the U.S. market outlook, client relationships, intra-mergers, and top-performing RIA benchmarks—all helping us deliver even greater value to our clients and advisors across our partnership. #PartnersMeeting2024
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We’re pleased to announce several key appointments within the Focus Financial Partners legal team, including a new General Counsel. Each leader is poised to advance our strategic goals and strengthen our approach in fiduciary advice: – Greg Woods joins us as General Counsel, overseeing all legal matters for Focus Financial Partners and our portfolio companies. – Anil Abraham will step into the role of Chief Risk Officer, in addition to his current responsibilities. – Amrita Nangiana and Adam Karasik are now Co-Heads of Corporate Legal, in addition to their current responsibilities. We look forward to working with them to serve our clients and firm. Learn more about their expertise here: https://lnkd.in/eybeKgTK