On July 3, 2025, Focus Financial Partners announced its agreement to acquire Bordeaux Wealth Advisors.
Focus Financial Partners (“Focus”) announced, on July 3, 2025, its agreement to acquire Bordeaux Wealth Advisors (“Bordeaux”), through its wholly owned subsidiary, Focus Partners Wealth (“Focus Partners”). Further terms of the transaction were not disclosed.
Focus (Nasdaq: FOCS), based in New York, is an interdependent partnership of wealth management, business management, and related financial services firms specializing in investments in registered investment advisors. Focus has over $400 billion in assets under management.
Focus Partners, based in Boston, is a registered investment advisor offering wealth management and specialized planning services. Focus Partners has over $140 billion in assets.
Bordeaux, based in Menlo Park, California, is a registered investment advisor offering wealth management, comprehensive financial planning and investment management services. Bordeaux has approximately $5.6 billion in assets under management.
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