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Focus Financial gets its first beachhead in HighTower's backyard -- buying an exhibit-A organic-growth RIA with a hankering to go inorganic

Vestor Capital was born in the 1980s as an accounting firm with a dream, and now Brian Baker wants more

Author Lisa Shidler October 12, 2012 at 3:10 AM
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Rudy Adolf: This is going to be a platform for smaller RIAs to join and also for brokers in the Chicago market.


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Focus Financial makes 'abrupt' CEO call, lets Rudy Adolf go into 'retirement,' with 'no solution in place;' the eighth RIA chief executive unseated since June as VCs move in -- where is the EBITDA?

Clayton, Dubilier & Rice closed on its $7-billion purchase of the roll-up on Aug. 31 -- with no hint that its parting of the ways with legendary 60-year-old founder was in the offing.

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March 25, 2023 at 1:32 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

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See more related moves

Mentioned in this article:

SS&C Advent
Portfolio Management System
Top Executive: Robert Roley

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

DeVoe & Company
Consulting Firm
Top Executive: David DeVoe



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