@focusfinancialpartners.com
Focus invests in entrepreneurial RIAs, adding value by providing operational and marketing support, access to capital and succession planning.
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Focus Financial Partners is a strategic investor in entrepreneurial Registered Investment Advisers (RIAs), offering a range of valuable support services. Their mission is to help RIAs achieve growth by providing operational and marketing support, access to capital, and succession planning. With Focus, RIAs can bring their vision to life and take their firms to new heights while maintaining their leadership.
Unlike large institutions, Focus believes in a highly transparent approach to wealth management, prioritizing outstanding client service. They offer the scale-based access to resources and bench strength that smaller firms may lack, ensuring the continuity of a firm's legacy for generations to come. Focus focuses on three main areas: adding value through expert guidance, providing growth capital for mergers and acquisitions, and ensuring continuity and succession planning.
By joining Focus, RIAs become part of a vibrant community of like-minded professionals dedicated to excellence in client service. Take your vision bigger and bolder with Focus Financial Partners—the strength of many, the power of one
Company Type
Public Company
Company Size
51-200
Year Founded
2006
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