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Focus Financial keeps rolling, buys Florida RIA
Ullmann Wealth Partners, with $582 million in client assets, is the 28th acquisition Focus Financial Partners has made this year.
Adviser’s cross-border niche targets Canadians moving south, and vice versa
Cardinal Point Wealth Management targets Canadian snowbirds, but found a rich market of clients needing cross-border advice.
Focus Financial takes stake in Missouri RIA
The Planned Approach, managing $266 million, is joining Buckingham Strategic Wealth, a St. Louis-based RIA in which Focus owns a majority stake.
Focus Financial buys $1.2 billion Canadian wealth manager
The addition of Cardinal Point, which has offices in both the U.S. and Canada and serves clients with homes and families in both countries, gives Focus a unique foothold in cross-border financial planning.
Focus Financial unit takes stake in $2 billion Connecticut RIA
NorthCoast Asset Management will become part of Cincinnati, Ohio-based Connectus Wealth Advisers.
Focus Financial takes stake in $2 billion RIA
Ancora Holdings, the parent of four firms, is based in Cleveland.
Focus Financial to buy RIAs managing $570 million
Wechter Feldman will join GYL, while Siena Capital Management will join Buckingham Partners.
Focus Financial pushes forward with blistering M&A pace in 2021
The company sees no letdown in the future for M&A activity and estimates there are close to 1,000 firms in the U.S. that could become targets.
Focus Financial continues expansion into Canada
Acquisition of Toronto-based Gavin Hockey Wealth Specialists gives Focus Financial another foothold in a market moving toward independence.
Focus Financial notches two more acquisitions, bringing 2021 total to 15
The $250 billion RIA aggregator is adding Sonora Investment Management in Tucson, Arizona, and Collins Investment Group in Rockville, Maryland.
Focus Financial evolves beyond PE ownership
Private equity owner Kohlberg Kravis Roberts is cashing out after Focus shares climb 65% from the firm's 2018 IPO.
Focus Financial takes stake in Florida RIA
St. Petersburg, Florida-based ARS Wealth Advisors has $704 million in assets under management.
Focus Financial to acquire $310 million RIA
Integer Wealth Advisors will become part of Focus-owned JFS Wealth Advisors.
Focus Financial launches multifamily office in London
The office, Beryllus Capital, is a joint venture with Indian conglomerate Hinduja Group.
Wealthtech Q&A: Focus Financial’s Rajini Kodialam
Focus Financial COO Rajini Kodialam shares her experience as a leading woman in fintech breaking down internal barriers for gender equity.
The RIA roll-up market has seen a decade of explosion
The marketplace for RIA M&A networks is currently overrun with players — from brand-new entrants from outside the U.S. to well-established RIAs. Over the past 15 years, the RIA aggregator market has taken off.
