Focus Financial Partners unites independently managed partner firms offering wealth management, family office and business management services, with over $500 billion in client assets and 6,300+ people.
Focus Financial Partners is a financial services firm that operates as an interdependent ecosystem of integrated wealth management, family office and business management services. Independently managed partner firms are united under a common brand, and the network employs more than 6,300 people. Client assets across the firm exceed $500 billion.
The company's service offering spans wealth management, asset management, business management, trust and estate planning, tax services, risk management, valuation services and investment solutions, along with treasury and credit services. A partner firm support platform provides capital investment, practice management support and strategic guidance to growth-oriented wealth management firms, and has been used in more than 300 completed transactions. Focus Operating, LLC is headquartered in New York, with a presence in the United States, Australia, Canada, Switzerland and the United Kingdom.
The firm describes its philosophy as client-first and fiduciary, built on the stated core values of service, teamwork, excellence, integrity and execution. Its model holds that advisors are served better and more holistically in order to serve clients better, with an emphasis on sustainability, long-term stability alongside growth, and methodical acquisition discipline intended to help advisors plan for generational change.
