Focus Partners Wealth Acquires David Wealth Management

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.

Focus Partners Wealth to Acquire Churchill Management

June 4, 2025

Financial Services

Focus Partners Wealth, LLC (part of Focus Financial Partners) will acquire Churchill Management Corporation in a deal expected to close in the third quarter of 2025, subject to customary closing conditions. Churchill, based in Los Angeles, provides investment management and financial planning services and is expected to add about $9.4 billion in regulatory assets under management.

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

March 21, 2024

Financial Services

Focus Financial Partners announced it has entered into a definitive agreement for Executive Wealth Group, LLC to join partner firm Bordeaux Wealth Advisors. The deal is expected to close in the second quarter of 2024, subject to customary closing conditions. The combined platform will expand Bordeaux’s presence in the Seattle market and enhance its ability to serve aerospace industry executives and their families.

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.

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.

Wealth Enhancement Acquires The H Group and FocusPoint Solutions

March 6, 2026

Financial Services

Wealth Enhancement, an independent wealth management firm, announced it is acquiring The H Group and its affiliated practice FocusPoint Solutions. The acquired businesses oversee more than $6.7 billion in client assets and are led by founder Chris Hicks, based in Portland, Oregon.