Focus Financial Partners, a fiduciary advice company comprised of independent wealth management, multi-family office and business-management services, has announced that substantially all of the business lines of Kovitz Investment Group officially joined Focus Partners Wealth, effective Jan. 1, 2026.
This combination, which was announced last year, is expected to add approximately $35 billion (measured as of September 30, 2025) in client assets to Focus Partners Wealth’s existing $140 billion in client assets, measured as of September 30, 2025. The combined firm will continue to be backed by the collective capabilities and financial strength of Focus Financial Partners.
Headquartered in Chicago and with offices across the United States, Kovitz provides high-net-worth individuals, families and institutions with customized asset management and advisory strategies, with a focus on long-term investment solutions.
Read more information
