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Buckingham Asset Management creates a structure with Focus Financial that enables it to roll-up the 120 RIAs that entrust it with $13 billion of DFA TAMP assets

With this co-creation of a de facto ISO-9000 for succession plans, smaller RIAs may have more options and metrics on the back end

Author Kelly O'Mara November 13, 2012 at 7:07 AM
2 Comments
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Adam Birenbaum: What better place for them than with their current partner?

Rudy Adolf

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Adam Birenbaum

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Michael Paley


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Related Moves

August 13, 2022 at 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 at 3:02 AM

March 12, 2020 at 1:45 PM


Mentioned in this article:

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



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