Focus Financial Partners:
An Acquirer of Fee-Based Financial Advisors

Recently Released!!!
Date Published: August 31, 2021
Summary PowerPoint Deck: 178 Slides

Reference PowerPoint Deck: 1,602 Slides

Focus Financial Partners was founded by Rudy Adolf, Lenny Chang, & Rajini Kodialam in 2006 and is based in New York, NY. The company operates in 35 states, has 210 offices, 3,400 employees, 18,000 clients, $205 billion assets under management, $1.4 billion revenues, $1.2 billion operating expenses, $69.6 million pre-tax income, & $49.0 million net profits. Focus Financial Partners is led by its CEO Rudy Adolf & Chief Operating Officer Rajini Kodialam. Focus Financial Partners is a public company trading on the NASDAQ under the symbol FOCS. Its web sites can be found at,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,

Focus Financial Partners' comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Acquisitions Phase
  • Restructuring Phase
  • Public Phase
Its profile includes the key statistics of the firm, including its number of states, offices, employees, clients, assets under management, revenues, operating expenses, pre-tax income, & net profits.

Its profile includes detailed outlines of its core businesses, including:
  • Altman, Greenfield, & Selvaggi
  • ARS Wealth Advisors
  • Asset Advisors
  • Badgley Phelps Wealth Managers
  • Bartlett Wealth Management
  • Benefit Financial Services Group
  • Bordeaux Wealth Advisors
  • Brownlie & Braden
  • Buckingham Wealth Partners
  • Campbell Deegan Financial
  • CFO4Life
  • Coastal Bridge Advisors
  • Connectus Wealth Advisors
  • CornerStone Partners
  • Cornerstone Wealth Group
  • Crestwood Advisors
  • Dorchester Wealth Management
  • Douglas Lane & Associates
  • Edge Capital Group
  • Escala Partners
  • Eton Advisors
  • Fairway Wealth Management
  • FFO
  • Financial Professionals
  • Fortem Financial
  • Fort Pitt Capital Group
  • Foster, Dykema, Cabot, & Company
  • Gelfand, Rennert, & Feldman
  • Gratus Capital
  • Greystone Financial Services
  • GW & Wade
  • GYL Financial Synergies
  • Hill Investment Group
  • HoyleCohen
  • IFAM Capital
  • InterOcean Capital
  • JFS Wealth Advisors
  • Joel Isaacson & Company
  • Kavar Capital Partners
  • Kovitz Investment Group
  • LaFleur & Godfrey Private Wealth Management
  • Lake Street Advisors
  • LVW Advisors
  • MEDIQ Financial Services
  • Merriman
  • Nexus Investment Management
  • One Charles Private Wealth
  • Patton, Albertson, & Miller
  • Pettinga Financial Advisors
  • Prairie Capital Management
  • Prime Quadrant
  • Quadrant Private Wealth
  • Relative Value Partners
  • Rollins Financial Advisors
  • Sapient Private Wealth Management
  • SCS Financial
  • Seasons of Advice Wealth Management
  • Sentinel Benefits & Financial Group
  • Sound View Wealth Advisors
  • StrategicPoint Investment Advisors
  • Strategic Wealth Partners
  • Summit Financial
  • Telemus
  • The Colony Group
  • The Fiduciary Group
  • The Portfolio Strategy Group
  • TMD Wealth Management
  • Transform Wealth
  • TrinityPoint Wealth
  • Vestor Capital
  • Vista Wealth Management
  • Waddell & Associates
  • Williams Jones Wealth Management
  • XML Financial Group
And its profile concludes with the highlights of its organizational structure & ownership.
Member Access

Tiburon CEO Summit Insiders, Tiburon Members, and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.