Focus Financial Partners:

A Leading Fee-Based Financial Advisor (RIA) Aggregator

Recently Released!!!
Date Published: June 13, 2024
Summary PowerPoint Deck: 361 Slides
Reference PowerPoint Deck: 1,900 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 four countries, 35 states, has 85 partner firms, 210 offices, 5,000 employees, 18,000 clients, $360 billion assets under management, $2.1 billion revenues, $1.8 billion operating expenses, $178.4 million pre-tax income, & $125.3 million net profits. Focus Financial Partners is led by its Executive Chairman Dan Glaser, CEO Michael Nathanson, & Chief Operating Officer David Lang. Focus Financial Partners is privately owned. Its web sites can be found at www.focusfinancialpartners.com, www.alleycompanyllc.com, www.ancora.net, www.arswealth.com, www.assetadvisors.com, www.azimuthcap.com, www.badgley.com, www.bartlett1898.com, www.bfpartners.com, www.bfsg.com, www.bordeauxwealthadvisors.com, www.brownliebraden.com, www.buckinghamwealthpartners.com, www.buckinghamstrategicwealth.com, www.buckinghamstrategicpartners.com, www.bamadvisorservices.com, www.cdfva.com, www.cardinalpointwealth.com, www.cassaday.com, www.mycfo4life.com, www.connectuswealth.com, www.coastalbridgeadvisors.com, www.cstonellc.com, www.cwgadvisors.com, www.crestwoodadvisors.com, www.dorchesterwealth.com, www.dclainc.com, www.edgecappartners.com, www.escalapartners.com.au, www.etonadvisors.com, www.fairwaywealth.com, www.ffollc.com, www.fortpittcapital.com, www.fortemfin.com, www.fourthought.com, www.fdcpartners.com, www.grfllp.com, www.gratuscapital.com, www.greystonefs.co.uk, www.gwwade.com, www.gylfinsyn.com, www.hillinvestmentgroup.com, www.hoylecohen.com, www.iconwp.com, www.ifamcapital.com, www.iofinance.com, www.jfswa.com, www.joelisaacson.com, www.kavarcapital.com, www.kovitz.com, www.lafleurgodfrey.com, www.lakestreetadvisors.com, www.lvwadvisors.com, www.mediqfinancial.com.au, www.merriman.com, www.mosaicwealth.com, www.nexusinvestments.com, www.nksfb.com, www.ocpws.com, www.pattonalbertsonmiller.com, www.pettinga.com, www.prairiecapital.com, www.primequadrant.com, www.providentfm.com, www.quadrantprivatewealth.com, www.rvpllc.com, www.rollinsfinancial.com, www.sapientprivatewealthmanagement.com, www.scsfinancial.com, www.soawealth.com, www.sentinelgroup.com, www.svadvice.com, www.spectrum-mgmt.com, www.strategicpoint.com, www.stratwealth.com, www.summit-financial.com, www.telemus.com, www.thecolonygroup.com, www.tfginvest.com, www.portfoliostrategygroup.com, www.tmdwealth.com, www.transformwealth.com, www.trinitypointwealth.com, www.ullmannwealthpartners.com, www.vestorcapital.com, www.vistawealth.com, www.waddellandassociates.com, www.wespac.net, www.williamsjones.com, www.xmlfg.com.

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

  • Establishment & Early Acquisitions Phase
  • Restructuring Phase
  • Public & Maturization Phase
  • Private Company Phase
Its profile includes the key statistics of the firm, including its number of countries, states, partner firms, offices, employees, clients, assets under management, revenues, operating expenses, pre-tax income, & net profits.

Its profile includes detailed outlines of its core businesses, including:

  • Alley Company
  • Altman, Greenfield, & Selvaggi
  • Ancora Holdings
  • ARS Wealth Advisors
  • Asset Advisors
  • Azimuth Capital Management
  • Badgley Phelps Wealth Managers
  • Bartlett Wealth Management
  • Beaumont Financial Partners
  • Benefit Financial Services Group
  • Bordeaux Wealth Advisors
  • Brownlie & Braden
  • Buckingham Wealth Partners
  • Campbell Deegan Financial
  • Cardinal Point
  • Cassaday & Company
  • CFO4Life
  • Coastal Bridge Advisors
  • Connectus Wealth Advisers
  • CornerStone Partners
  • Cornerstone Wealth Group
  • Crestwood Advisors
  • Dorchester Wealth Management
  • Douglas Lane & Associates
  • Edge Capital Group
  • Escala Partners
  • Eton Advisors
  • Fairway Wealth Management
  • FFO
  • Fortem Financial
  • Fort Pitt Capital Group
  • Foster, Dykema, Cabot, & Company
  • FourThought Financial
  • Gelfand, Rennert, & Feldman
  • Gratus Capital
  • Greystone Financial Services
  • GW & Wade
  • GYL Financial Synergies
  • Hill Investment Group
  • HoyleCohen
  • Icon Wealth Partners
  • 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
  • Mosaic Family Wealth
  • Nexus Investment Management
  • NKSFB
  • Octogone Holding
  • One Charles Private Wealth
  • Patton, Albertson, & Miller
  • Pettinga Financial Advisors
  • Prairie Capital Management
  • Prime Quadrant
  • Provident Financial Management
  • Quadrant Private Wealth
  • Relative Value Partners
  • Rollins Financial Advisors
  • Sapient Private Wealth Management
  • SCS Financial
  • Seasons of Advice Wealth Management
  • Sentinel Benefits & Financial Group
  • Sonora Investment Management
  • Sound View Wealth Advisors
  • Spectrum Wealth Management
  • 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
  • Ullmann Wealth Partners
  • Vestor Capital
  • Vista Wealth Management
  • Waddell & Associates
  • WESPAC
  • Williams Jones Wealth Management
  • XML Financial Group

And its profile concludes with the highlights of its organizational structure & ownership.


Disclosure:
Tiburon's Managing Partner is a member of Focus Financial Partners' Buckingham Wealth Partners' SA Funds board of directors.


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