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

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 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 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 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.

Integrated Partners Adds Morrison Nordmann Wealth Management

December 16, 2025

Wealth Management

Integrated Partners has added Morrison Nordmann Wealth Management, a Lansing/East Lansing, Michigan-based advisory firm bringing approximately $200 million in client assets onto its RIA platform. The move expands Integrated Partners' presence in Michigan and provides Morrison Nordmann access to the platform's planning, operational and advisor support resources to support growth and serve higher-net-worth clients.