Focus Financial Partners is a partnership that consists of independent, fiduciary wealth management firms within the fragmented registered investment advisor (RIA) industry. The company offers a range of services designed to enhance the capabilities of its partner firms, including mergers and acquisitions expertise, talent management, legal and regulatory support, marketing, and business development. By leveraging its resources and best practices, Focus Financial Partners aids these firms in serving individuals, families, employers, and institutions with comprehensive wealth management solutions. The firm generates revenue primarily through wealth management fees and has a significant presence in the United States, along with operations in the United Kingdom, Canada, and Australia.
Co-Founder, Senior Managing Director and Head of M&A
Morrell Daniels
Vice President, M&A
Benjamin Do
Senior M&A Associate
Tyler Eidel
Analyst, M&A and Relationship Management
Vamsi Yadlapati
Managing Director, M&A and Relationship Management
Past deals in Wealth Management
Arch
Series A in 2023
Arch manages private investment operations for leading investors and investment advisors, reinventing private portfolio management through a digital solution that replaces traditionally paper based processes.
Buckingham Strategic Wealth
Acquisition in 2023
Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.
Cardinal Point Wealth Management is an independent firm dedicated to meeting the complex financial needs of high-net-worth individuals and families. The company offers a range of wealth management services, including investment management, wealth planning, tax planning and preparation, and private wealth services. By focusing on cross-border financial planning solutions, Cardinal Point aims to simplify the financial lives of its clients, helping them to build and protect their investments while adopting a more efficient approach to wealth management. The firm is committed to providing tailored solutions that address the unique circumstances of affluent clients, ensuring their financial goals are met with precision and care.
Hill Investment Group is an evidence-based investment advisory firm located in Saint Louis, Missouri. Established in 2005, the firm caters to a select group of clients across the nation. Its services encompass investment planning, educational and behavioral coaching, advanced estate and tax planning, and wealth transfer planning. By focusing on evidence-based strategies, Hill Investment Group aims to provide tailored financial solutions that meet the unique needs of its clients.
Kavar Capital Partners
Acquisition in 2020
Kavar Capital Partners is a wealth management firm located in Leawood, Kansas. The company specializes in a range of services including wealth accumulation, investment management, financial planning, retirement planning, and legacy planning. Kavar Capital Partners also focuses on educational funding strategies, profit sharing, insurance planning, and corporate cash management. By employing a systematic approach to strategize and analyze investments, the firm aims to optimize returns while minimizing risk for its clients.
Merriman
Acquisition in 2013
Merriman joined Focus Financial Partners, the leading partnership of independent wealth management companies in the nation. This partnership gives us access to the best practices and insights from other Focus partners, who are committed to putting clients’ interests first.
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