Kovitz Investment Group (Kovitz) is no longer operating as a standalone firm. As of January 1, 2026, most of its business lines and advisory teams have been integrated into Focus Partners Wealth, a hub of Focus Financial Partners.
The Los Angeles-based RIA’s latest hire will steer its investment research initiatives as the firm continues to court high-net-worth clients.
The wealth network’s hub strategy continues with the assimilation of Tennessee-based InterOcean Capital Group.
The latest intra-network consolidation, involving a HNW and retirement plan practice in Illinois, is set to form a $14.5B wealth firm.
