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In the News

Focus Financial nabs $800M, former-LPL team

Posted by Cathy Nichols

Financial Planning

By Sean Allocca

Focus Financial inked another big-figure deal after a blockbuster 2017 that netted more than two dozen RIAs, according to the firm.

The Cornerstone Wealth Group, formerly with LPL Financial, advises on $1.3 billion in client assets and manages $800 million, according to CEO and managing partner Craig Rubrecht. The firm serves mass-affluent and high-net-worth clients with 15 financial advisors on staff and eight offices in North and South Carolina and San Francisco.

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About Cathy Nichols

Senior Consultant – Extensive industry knowledge and a unique ability to listen and respond like a fiduciary is what advisors connect with – and appreciate – and have allowed Cathy to build relationships based on trust, personal connection and growth. Learn more...

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