Davis & Seiley Joins HoyleCohen


December 7, 2022

On November 29, 2022, Focus Financial Partners Inc. announced that Davis & Seiley Wealth Management, Inc. will join HoyleCohen, LLC.

Under the terms of the transaction, Davis & Seiley Wealth Management, Inc. (“Davis & Seiley”) will join Focus Financial Partners Inc. partner HoyleCohen, LLC (“HoyleCohen”). Davis & Seiley is expected to join HoyleCohen in the first quarter of 2023, subject to standard closing conditions. Financial terms were not disclosed.

HoyleCohen, based in San Diego, is a registered investment advisor that offers wealth management, investment management, and financial planning services for individuals and families. HoyleCohen manages over $3 billion in client assets.

Davis & Seiley, based in La Mesa, is a registered investment advisor that provides various wealth management services. Davis & Seiley manages approximately $190 million in client assets.

To read the press release: please click here.

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