Focus Financial, one of the industry's biggest RIA aggregators, has added a large multifamily office to its growing stable of partners.
Lake Street Advisors, a Boston-based advisory firm with $2.7 billion in assets under management, becomes Focus’s sixth partner firm in Massachusetts. The transaction is New York-based Focus’ third acquisition this year. In January, Focus picked up Crestwood Advisors, a Boston-based advisory firm with $1.3 billion in AUM. In February, Focus added CFO4Life based in Coppell, Texas.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access