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The Colony Group

Displaying 6 results

Topic

Change continues at Focus with Colony-Buckingham merger plan

“Transformational” combination will see Adam Birenbaum lead a wealth giant with nearly 1,200 employees across more than 90 locations.

Topic
  • News
  • April 8, 2024

Focus announces another Colony Group merger

The wealth network’s hub strategy continues with the assimilation of Tennessee-based InterOcean Capital Group.

Topic
  • News
  • January 31, 2024

Focus Financial names new executives

Its new vice chairman and president are both leaders of Focus firms.

Topic
  • News
  • November 22, 2021

Colony Group acquires $691 million RIA

The deal for Derby and Co., which is based in Newton, Massachusetts, is Colony's fifth acquisition this year.

Topic
  • News
  • August 10, 2021

Colony Group to buy $288 million RIA

The Boston-based firm will acquire Calabasas, California-based Legacy Wealth Partners.

Topic

The Colony Group acquires $2.8 billion New Providence Asset Management

The deal adds to what is already a record-breaking pace of consolidation in the RIA space, with 100 deals announced in the first six months of 2021.