Focus Financial Partners to Acquire Executive Wealth Group, LLC and Add It to Bordeaux Wealth Advisors

EP Wealth Advisors Acquires NewFocus Financial Group

January 19, 2021

Financial Services

EP Wealth Advisors, a Torrance, California-based registered investment adviser, has acquired NewFocus Financial Group, a wealth management firm headquartered in Vancouver, Washington. The acquisition expands EP Wealth's footprint into Greater Vancouver, Washington, adds financial planning capabilities and investor-education assets, and closed on January 15, 2021.

Focus Financial Partners to Acquire Strategic Wealth Partners Group for Kovitz Hub

April 2, 2024

Financial Services

Focus Financial Partners has entered into a definitive agreement for its partner firm Strategic Wealth Partners Group, LLC (SWP) to formally join the Focus “hub” firm Kovitz Investment Group Partners, LLC. The transaction is expected to close in Q2 2024 subject to customary closing conditions, creating a combined firm expected to manage over $14.5 billion in regulatory assets under management.

Focus Partners Wealth Acquires David Wealth Management

June 23, 2025

Financial Services

Focus Financial Partners’ wealth platform, Focus Partners Wealth, will acquire David Wealth Management, LLC. The transaction is expected to close in the third quarter of 2025, subject to customary closing conditions.

EP Wealth Advisors Acquires Executive Wealth Management

January 7, 2025

Wealth Management

EP Wealth Advisors has acquired Executive Wealth Management, adding approximately $1.6 billion in AUM and establishing EP Wealth's first offices in Michigan. The transaction, finalized in December 2024, brings nearly 50 EWM team members into EP Wealth and increases the firm's total AUM to over $31 billion.

Focus Partners Wealth Acquires Merriman Wealth Management (Joins Focus Partners Wealth)

January 31, 2025

Wealth Management

Focus Partners Wealth, part of Focus Financial Partners, entered into a definitive agreement under which Seattle-based Merriman Wealth Management will join Focus Partners Wealth. The transaction is expected to close on February 1, 2025, subject to customary closing conditions, and would add approximately $4.16 billion in regulatory assets under management.

Wealth Enhancement Group Acquires Foundational Wealth Advisory (Macon, GA)

December 28, 2023

Wealth Management

Wealth Enhancement Group announced the acquisition of Foundational Wealth Advisory, LLC, a hybrid registered investment advisor based in Macon, Georgia, led by Eric S. Wilson. The deal expands Wealth Enhancement Group’s national footprint and advisory team as it continues to grow its network of independent wealth management practices.