Company Profile

Focus Financial Partners Inc. is a partnership of independent, fiduciary wealth management company that operates in the registered investment adviser (RIA) industry. The Company provides wealth management services, including investment advice, financial and tax planning, consulting, tax return preparation, family office services and other services. It also provides recordkeeping and administration services and outsourced services. Its partner firms offer wealth management services to ultra-high net worth and high net worth individuals and families, as well as business entities, under a recurring, fee-based model. Its partner firms provide services across a range of investment styles, asset classes and clients. The Company supports its partner firms by providing value-added services, including marketing and business development support; human resources support, including adviser coaching and development and structuring compensation and incentive models and succession planning advice.

Employees

5,000

Sector

Investment Management & Fund Operators

More about the company

01-22	Jump and Focus Financial Partners Launch Partnership to Elevate Advisor and Business Manager Productivity Through Power of AI	CI
12-12	Focus Financial Partners Inc. Announces Board Changes	CI
12-12	Focus Financial Partners Inc. Announces CEO Changes	CI
01/07/25	Focus Financial Partners Inc. Appoints Travis Danysh as Executive Chairman of Focus? Australian Businesses	CI
01/07/25	Focus Financial Partners Inc. Announces Escala Partners Joins Focus Partners Australia	CI
21/05/25	Focus Financial Partners Inc. Announces Executive Changes	CI
06/05/25	Focus Financial Partners Names Zinovy Iosovich as Chief Growth Officer for Focus Partners Division, Effective May 6, 2025	CI
30/04/25	Focus Financial Partners Expands Executive Leadership Team	CI
04/02/25	Focus Financial Partners Announces Chief Financial Officer Changes	CI
04/02/25	Peter Crawford Joins Focus Financial Board	CI
26/09/24	Transform Wealth, LLC entered into a definitive agreement to acquire Custom Portfolio Group LLC from Focus Financial Partners Inc.	CI
01/09/24	The Colony Group, LLC completed the acquisition of HoyleCohen, LLC from Focus Financial Partners Inc.	CI
05/08/24	The Colony Group, LLC entered into a definitive agreement to acquire HoyleCohen, LLC from Focus Financial Partners Inc.	CI

08/05/23	Keefe, Bruyette & Woods Adjusts Price Target on Focus Financial Partners to $54 From $55, Maintains Market Perform Rating	MT
02/03/23	Keefe, Bruyette & Woods Downgrades Focus Financial Partners to Market Perform From Outperform With $55 Price Target	MT
28/02/23	William Blair Downgrades Focus Financial Partners to Market Perform From Outperform	MT
21/02/23	RBC Capital Downgrades Focus Financial Partners to Sector Perform From Outperform, Price Target is $53	MT
21/02/23	Keefe, Bruyette & Woods Adjusts Price Target on Focus Financial Partners to $55 From $52, Maintains Outperform Rating	MT

05/07/23	FOCUS FINANCIAL FINAL ALERT: FOCS Shareholders Interested in Pursuing Potential Claims Should Contact Julie & Holleman Regarding Sale of Company to CD&R	PR
05/07/23	Focus Financial Partners, Inc. (FOCS) Merger Investigation: Robbins LLP is Investigating the Acquisition of Focus Financial Partners, Inc.	BU
23/06/23	Focus Financial Partners, Inc. (FOCS) Shareholder Alert: Robbins LLP Informs Stockholders it is Investigating the Acquisition of Focus Financial Partners, Inc. by Clayton, Dubilier & Rice	BU
15/06/23	FOCUS FINANCIAL PARTNERS INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Focus Financial Partners Inc. - FOCS	BU
04/05/23	FOCUS FINANCIAL PARTNERS INC. Management's Discussion and Analysis of Financial Condition and Results of Operations (form 10-Q)	AQ

22/03/21	DGAP-News : Focus Financial Partners gibt die Lancierung von Beryllus Capital über ein führendes Joint Venture mit der Hinduja Gruppe bekannt
22/03/21	Focus Financial Partners Announces the Launch of Beryllus Capital in a Leading-Edge Joint Venture with the Hinduja Group (english)

Manager	Title	Age	Since
Adam Lawrence Birenbaum CEO	Chief Executive Officer	-	01/02/2026
Jason Dubinsky DFI	Director of Finance/CFO	52	10/03/2025
John Mittnacht SAM	Sales & Marketing	-	01/01/2015

Focus Financial Partners Inc. Stock

Equities

FOCS

US34417P1003

Investment Management & Fund Operators

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Other Investment Management & Fund Operators

Company Profile

Director	Title	Age	Since
James Carey BRD	Director/Board Member	59	-
Fayez Muhtadie BRD	Director/Board Member	48	25/07/2018
Joseph Feliciani BRD	Director/Board Member	69	-

Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi.($)
FOCUS FINANCIAL PARTNERS INC.	-0.02%	+0.93%	-	-	3.5B
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BANK OF NEW YORK MELLON CORPORATION (THE)	-2.07%	-5.51%	+34.01%	+135.19%	79.3B
BROOKFIELD ASSET MANAGEMENT LTD.	-1.50%	-4.41%	-9.01%	+36.00%	73.93B
AMERIPRISE FINANCIAL, INC.	-2.85%	-5.08%	-6.08%	+42.97%	42.39B
3I GROUP PLC	-2.06%	-8.32%	-20.02%	+81.40%	41.08B
STATE STREET CORPORATION	-2.86%	-9.24%	+35.37%	+41.84%	33.74B
NORTHERN TRUST CORPORATION	-2.65%	-7.24%	+32.95%	+55.00%	25.75B
Average	-1.97%	-5.31%	+9.59%	+63.45%	72.84B
Weighted average by Cap.	-2.03%	-6.10%	+7.58%	+63.36%