RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

A Harvard lawyer, a Columbia MBA and an engineer break away from AllianceBernstein private client unit to form an RIA

The San Diego-based advisors may be among the first to leave the company to turn independent

Wednesday, June 16, 2010 – 5:25 AM by Brooke Southall
Admin:
0 Comments
no description available
Marc Channick: Any of the three of us could have turned the other two in and tripled their book of business

Related Moves

With RIA valuations ticking down and successions ticking up, Focus Financial deep sixes 'drunken sailor' pause, forgoes buyback plan and adds a CEO

CEO Rudy Adolf sees a 'softening' in multiples after a couple of frothy years when CI Financial dominated headlines and big RIA deals

August 13, 2022 – 12:39 AM

Looking past Covid-19 pandemic, Louisiana RIA buys $1-million building after hitting $1 billion in AUM and hiring the town's mayor

Summit Financial Wealth Advisors was sold to Focus Financial in 2014, growing its assets by $400 million since then but keeping staffing about the same

December 17, 2020 – 3:02 AM


Mentioned in this article:

Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf




RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo