Two Industry Leaders Unite: Kovitz Joins Focus Partners Wealth

Focus Financial Partners Inc., a leading fiduciary advice company comprised of independent wealth management, multi-family office, and business-management services, today announced that substantially all of the business lines of Kovitz Investment Group officially joined Focus Partners Wealth, LLC, effective January 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.

“We have made rapid, substantial progress in our strategic evolution as a company, thanks in no small part to the visionary, client-first leadership of Kovitz, Focus Partners Wealth, and our other Focus Partners firms,” said Michael Nathanson, CEO of Focus Financial Partners. “As we work together to do even more for our advisory teams and their clients, we saw a natural opportunity with Kovitz to continue the convergence of our core U.S. wealth businesses to build on our strong momentum.”

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. 

“This isn’t just a strategic move — it’s a meaningful one,” said Adam Birenbaum, President of Focus Financial Partners and CEO of Focus Partners Wealth. “We’ve long admired the strength of the Kovitz team, the way they serve their clients with care and conviction, and the values that guide their work. As we spent more time together, it became clear that our cultures align, that our ambitions are shared, and that by coming together, we’ll be even better positioned to serve clients in more impactful ways.”

“By joining Focus Partners Wealth, we are aligning the business in a way that will set us up for future growth,” said Mitch Kovitz, Founder of Kovitz and its former CEO. “I am confident our complementary teams will come together in a way that translates into continued success for our clients.”