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Focus Financial Partners

Global partnership of independent fiduciary wealth management firms.

Discussion
financial-servicesfintechwealth-management

Company facts

Founded
2004
Employees
6,000
Headquarters
United States
CEO
Adam Birenbaum
Type
Private
Funding
Private Equity · $7B · 2023
Subsidiaries
The Colony Group, Buckingham Strategic Wealth, Gelfand, Rennert & Feldman, Ancora Holdings Group, Churchill Management Group

About

Our clients face the complex challenge of managing significant wealth while navigating an ever-changing financial landscape, which is why we have built a leading partnership of independent, fiduciary wealth management firms. We empower our partner firms to maintain their entrepreneurial independence while benefiting from the synergies, scale, and resources of a global organization. By providing access to best practices, capital, and continuity planning, we ensure that our partners can focus on what matters most: serving their clients' unique financial needs with personalized, objective advice. We are committed to a client-first philosophy, believing that the best financial outcomes are achieved when advisors are free to act in their clients' best interests, supported by the strength of a collaborative network. Our model allows successful wealth management firms to thrive by leveraging our extensive resources in technology, operations, and business development. Whether for individuals, families, or institutions, our partners deliver comprehensive wealth management solutions that are as distinct as the clients they serve, ensuring long-term financial well-being and peace of mind.

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