Focus Partners Wealth Acquires Merriman Wealth Management (Joins Focus Partners Wealth)
January 31, 2025
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.
- Buyers
- Focus Partners Wealth (Focus Financial Partners)
- Targets
- Merriman Wealth Management
- Platforms
- Focus Partners Wealth (Focus Financial Partners)
- Industry
- Wealth Management
- Location
- Washington, United States
- Transaction Type
- Addon
Explore More
Related Acquisitions
-
Focus Partners Wealth to Acquire EverNest Financial Advisors
May 28, 2026
Wealth Management
Focus Financial Partners’ wealth management business, Focus Partners Wealth, LLC, will acquire EverNest Financial Advisors, LLC. The transaction is expected to close in the third quarter of 2026, subject to customary closing conditions, and EverNest is expected to add approximately $960 million (as of December 31, 2025) to Focus Partners Wealth’s 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.
-
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 Onboard Homan Wealth Advisors into Buckingham Strategic Wealth
November 10, 2024
Wealth Management
Focus Financial Partners has entered into a definitive agreement under which Homan Wealth Advisors (Omaha, Nebraska) will join Buckingham Strategic Wealth, a trade name of The Colony Group. The transaction is expected to close in the fourth quarter of 2024, subject to customary closing conditions.
-
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 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.
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.