Focus Financial Partners

Focus Financial Partners:

A Leading Fee-Based Financial Advisor (RIA) Aggregator Now Undertaking a Substantial Consolidation

Recently Released!!!
Date Published: September 11, 2025
Summary PowerPoint Deck: 319 Slides
Reference PowerPoint Deck: 1,914 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, 330 offices, 6,000 employees, 18,000 clients, $400 billion assets under management & administration, $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, President Adam Birenbaum, & Chief Operating Officer Justin Ferri. Focus Financial Partners is privately owned. Its web sites can be found at www.focusfinancialpartners.com, www.focuspartners.com, www.scsfinancial.com, www.grfllp.com, www.cardinalpointwealth.com, www.connectuswealth.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.cdfva.com, www.cassaday.com, www.mycfo4life.com, www.coastalbridgeadvisors.com, www.cstonellc.com, www.cwgadvisors.com, www.crestwoodadvisors.com, www.dclainc.com, www.escalapartners.com.au, www.etonadvisors.com, www.fairwaywealth.com, www.ffollc.com, www.fortemfin.com, www.fourthought.com, www.fdcpartners.com, www.greystonefs.co.uk, www.hillinvestmentgroup.com, www.iconwp.com, www.jfswa.com, www.joelisaacson.com, www.kavarcapital.com, www.lafleurgodfrey.com, www.lvwadvisors.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.rollinsfinancial.com, www.sapientprivatewealthmanagement.com, www.soawealth.com, www.sentinelgroup.com, www.svadvice.com, www.strategicpoint.com, www.summit-financial.com, www.tfginvest.com, www.portfoliostrategygroup.com, www.tmdwealth.com, www.trinitypointwealth.com, www.ullmannwealthpartners.com, www.vestorcapital.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 & Consolidation Phase

Its profile includes the key statistics of the firm, including its number of countries, states, partner firms, offices, employees, clients, assets under management & administration, revenues, operating expenses, pre-tax income, & net profits.

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

Focus Partners
- Focus Partners Wealth
- Focus Partners Advisor Solutions
- SCS Financial
- Gelfand, Rennert, & Feldman
- Cardinal Point (Focus Partners Canada)
- Connectus (Focus Partners Australia)
Network Firms
- 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
- Campbell Deegan Financial
- Cassaday & Company
- CFO4Life
- Coastal Bridge Advisors
- CornerStone Partners
- Cornerstone Wealth Group
- Crestwood Advisors
- Douglas Lane & Associates
- Escala Partners
- Eton Advisors
- Fairway Wealth Management
- FFO
- Fortem Financial
- Foster, Dykema, Cabot, & Company
- FourThought Financial
- Greystone Financial Services
- Hill Investment Group
- Icon Wealth Partners
- JFS Wealth Advisors
- Joel Isaacson & Company
- Kavar Capital Partners
- LaFleur & Godfrey Private Wealth Management
- LVW Advisors
- 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
- Rollins Financial Advisors
- Sapient Private Wealth Management
- Seasons of Advice Wealth Management
- Sentinel Benefits & Financial Group
- Sonora Investment Management
- Sound View Wealth Advisors
- StrategicPoint Investment Advisors
- Summit Financial
- The Fiduciary Group
- The Portfolio Strategy Group
- TMD Wealth Management
- TrinityPoint Wealth
- Ullmann Wealth Partners
- Vestor Capital
- 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' Focus Partners Advisor Solutions' SA Funds board of directors.

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