Bringing you live news and features since 2006 

Strategic Wealth Partners joins Focus Financial Partners

RELATED TOPICS​

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.

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by