Focus Financial Partners:
An Acquirer of Stakes in Fee-Only Financial Advisors

Recently Released!!!
Date Published: June 15, 2017
Summary PPT Deck: 32 Slides

Reference PPT Deck: 478 Slides

Focus Financial Partners was founded by Rudy Adolf in 2006 and is based in New York, NY. The company operates in 41 states, has sixteen offices, 750 employees, 18,000 clients, and $51 billion assets under management. Focus Financial Partners is led by its CEO Rudy Adolf. Its web sites can be found at,,,,,,,,,,,,,,,,,,, &

Focus Financial Partners' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Acquisitions Phase
  • Restructuring Phase
Its profile includes the key statistics of the firm, including its number of states, offices, employees, clients, accounts, net new accounts, assets under management, net flows, revenues, & net profits.
Its profile includes detailed outlines of its core businesses, including:
  • Beirne Wealth Consulting
  • Benefit Funding Services Group
  • Bridgewater Wealth & Financial Management
  • Buckingham Family of Financial Services
  • CapGroup Advisors
  • Dion Money Management
  • Greystone Financial Services
  • GW & Wade
  • Hoyle Cohen
  • Hufford Financial
  • JFS Wealth Advisors
  • Joel Isaacson & Company
  • Lara, May, & Associates
  • LLBH Private Wealth Management
  • LVW Advisors
  • Merriman
  • Pettinga Financial Advisors
  • Resnick Investment Advisors
  • Sapient Private Wealth Management
  • Sentinel Benefits & Financial Group
  • Strategic Point Holdings
  • The Colony Group
  • The Portfolio Strategy Group
  • Vestor Capital
And its profile concludes with the highlights of its organizational structure & ownership.

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