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FUNDRAISING NEWS | May 08, 2024

Focus Financial Subsidiaries Merge to Form $115B RIA

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Focus Financial Partners affiliates Buckingham Wealth Partners and The Colony Group have reached an agreement to merge, creating a combined entity that will manage $115 billion in assets under management as both a wealth manager and investment outsourcing firm. Adam Birenbaum, CEO of Buckingham, will lead the new combined entity, while Michael Nathanson will continue as the CEO of Focus Financial. Buckingham, known for its evidence-driven investing, joined Focus in 2007 and offers fiduciary services across the U.S. 

Both leaders have been discussing the potential of joining forces for many years. This merger will create a substantial Registered Investment Advisor, combining nearly 1,200 employees and over 90 offices, serving tens of thousands of clients and enhancing client and advisor opportunities by leveraging the firms' complementary services and extensive capabilities. 

The deal is anticipated to be finalized by July 1. The merged entity will operate under a new brand identity, set to be unveiled later in the third quarter or early in the fourth quarter of 2024.

To view the press release, click here. 

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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