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Strategic Wealth Partners joins Focus Financial Partners


Strategic Wealth Partners, an independent registered investment advisor (RIA) based in Deerfield, Illinois, joined the Focus partnership as of 1 November.

With over USD1.4 billion in client assets, Strategic Wealth Partners is one of the largest RIAs in the greater Chicagoland area, providing investment management and financial planning services to clients.
“We are thrilled to welcome Strategic Wealth Partners to our partnership. Their dedication to client-centric service and their desire to grow make them an excellent fit for our growing partnership of entrepreneurial firms,” says Rudy Adolf, founder and CEO of Focus. “Focus has successfully completed 23 RIA and broker lift-out transactions year-to-date, 17 of which were on behalf of our partner firms, adding billions in assets along with new talent.”
Founded in 2008, principals David J Copeland and Neal H Price each have over 25 years of financial planning and investment advisory experience. Strategic Wealth Partners has grown to become one of the most successful RIAs in the greater Chicago area by focusing on comprehensive wealth management services to high net worth clients and small institutions and today has a staff of 14 people.
“We are delighted to partner with a firm that can help us maintain our acute focus on client service, while simultaneously deploying capital and deal expertise to grow through strategic acquisitions,” says Price.

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