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Focus Financial Partners, LLC (Nasdaq: FOCS) is an investor in independent, fiduciary wealth management firms, incorporated in 2004 by Ruediger (Rudy) Adolf, Rajini Kodialam and Leonard (Lenny) Chang. As of 2018, Focus has offices in both New York and San Francisco, and approximately 60 partner firms across the United States, Australia, Canada and the United Kingdom. The partnership comprises over 2,700 wealth-management-focused principals and employees. Focus Financial Partners is listed on NASDAQ under the ticker symbol FOCS.

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  • Focus Financial Partners (en)
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  • Focus Financial Partners, LLC (Nasdaq: FOCS) is an investor in independent, fiduciary wealth management firms, incorporated in 2004 by Ruediger (Rudy) Adolf, Rajini Kodialam and Leonard (Lenny) Chang. As of 2018, Focus has offices in both New York and San Francisco, and approximately 60 partner firms across the United States, Australia, Canada and the United Kingdom. The partnership comprises over 2,700 wealth-management-focused principals and employees. Focus Financial Partners is listed on NASDAQ under the ticker symbol FOCS. (en)
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  • FOCS (en)
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  • Focus Financial Partners, LLC (Nasdaq: FOCS) is an investor in independent, fiduciary wealth management firms, incorporated in 2004 by Ruediger (Rudy) Adolf, Rajini Kodialam and Leonard (Lenny) Chang. As of 2018, Focus has offices in both New York and San Francisco, and approximately 60 partner firms across the United States, Australia, Canada and the United Kingdom. The partnership comprises over 2,700 wealth-management-focused principals and employees. Focus Financial Partners is listed on NASDAQ under the ticker symbol FOCS. Focus issued an IPO in July 2018. The Wall Street Journal stated that the Focus IPO was the “first opportunity for stock investors to get in on the booming market for independent financial advice.” It was also described as “a bellwether that could open the door to liquidity for RIAs,” by Barron's and “a watershed moment for the RIA space,” by WealthManagement. According to news reports, Focus has been one of the leaders in the shift of financial advisors from wirehouse broker dealers to registered investment advisers (RIAs). For the year ended December 31, 2017, Focus revenue exceeded $660 million, over 90% of which was fee-based and recurring in nature. Focus has been named six times to Inc. magazine's list of the 5000 fastest-growing private companies in America (most recently in 2017). In April 2017, Focus announced that an investor group led by Stone Point Capital and KKR & Co. L.P. had acquired a majority stake in the company, valuing Focus at approximately $2 billion; the deal closed in July 2017. (en)
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  • FOCS (en)
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