On May 6, 2025, Focus Partners Wealth announced its acquisition of Adero Partners.
Focus Partners Wealth (“Focus”) announced, on May 6, 2025, its acquisition of Adero Partners (“Adero”). Under the terms of the transaction, Adero will adopt the Focus brand and name. Further terms of the transaction were not disclosed.
Focus, based in Boston, is a registered investment advisor offering wealth management and specialized planning services. Focus has over $140 billion in assets.
Adero, based in Walnut Creek, California, is a registered investment advisor specializing in financial planning, investment management, tax planning, estate planning and family officer services. Adero has approximately $4 billion in assets.
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