Focus Financial acquires $675 million RIA

Focus Financial acquires $675 million RIA
Atlanta-based Rollins Financial, founded in 1990, joins the partnership.
MAR 02, 2021

Focus Financial Partners has acquired Rollins Financial, a registered investment adviser headquartered in Atlanta that manages $675 million, in a move that expands Focus Financial's footprint in the Southeast.

Rollins Financial was founded in 1990 by Joe Rollins.

The transaction, the terms of which were not disclosed, is expected to close in the second quarter.

Marketing that turns skeptical strangers into prospects

Latest News

Prudential Wealth Advisors posts record sales, doubles down on recruiting
Prudential Wealth Advisors posts record sales, doubles down on recruiting

Record quarterly sales and 450 advisor hires in 18 months signal a wealth management transformation underway at Prudential

Barred advisor forged wife’s signature on life insurance contracts, according to FINRA
Barred advisor forged wife’s signature on life insurance contracts, according to FINRA

Thrivent Investment Management Inc. in May fired Nicholas Hale, according to his BrokerCheck profile.

Raymond James lands $18.7B Synovus team as LPL adds UBS breakaways
Raymond James lands $18.7B Synovus team as LPL adds UBS breakaways

About 70 bank and credit union advisors move to the Raymond James platform, while a $480M New Jersey team goes independent with LPL

Tax-aware investing should expand client choices, not constrain them 
Tax-aware investing should expand client choices, not constrain them 

The best tax plan asks not only how much a client could save, but what they would have to give up to save it. 

Merrill veteran Jonathan Stogsdill joins Trinity Wealth Advisors in St. Louis
Merrill veteran Jonathan Stogsdill joins Trinity Wealth Advisors in St. Louis

A 20-year financial services veteran brings values-driven planning expertise to the St. Louis-based RIA.

SPONSORED Best Practices for Engaging Women Around Alternatives

Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.