HoyleCohen Overview

  • Year Founded
  • 2001

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 59

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

  • Investments
  • 3

HoyleCohen General Information

Description

Provider of wealth management and estate planning services intended to help high-net-worth individuals and families manage their wealth. The company offers financial, investment advisory, retirement, risk management and legacy planning services for its clients, thereby enabling clients to make smart investment decisions that guide them toward achieving their goals while sustaining their wealth across generations.

Contact Information

Website
www.hoylecohen.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 350 Camino de la Reina
  • Suite 500
  • San Diego, CA 92108
  • United States
+1 (858)
Primary Industry
Asset Management
Parent Company
Focus Financial Partners
Corporate Office
  • 350 Camino de la Reina
  • Suite 500
  • San Diego, CA 92108
  • United States
+1 (858)

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HoyleCohen Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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HoyleCohen Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of wealth management and estate planning services intended to help high-net-worth individuals and families mana
Asset Management
San Diego, CA
59 As of 2024

Arlington, VA
 

Downers Grove, IL
 
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HoyleCohen Competitors (20)

One of HoyleCohen’s 20 competitors is Evermay Wealth Management, a Corporation company based in Arlington, VA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Evermay Wealth Management Corporation Arlington, VA
TC Wealth Partners Private Equity-Backed Downers Grove, IL
Mercer Advisors Private Equity-Backed Denver, CO
Creative Planning Private Equity-Backed Overland Park, KS
Bel Air Investment Advisors Corporate Backed or Acquired Los Angeles, CA
You’re viewing 5 of 20 competitors. Get the full list »

HoyleCohen Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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HoyleCohen Acquisitions (3)

HoyleCohen’s most recent deal was a Merger/Acquisition with Davis & Seiley Wealth Management. The deal was made on 03-Jan-2023.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Davis & Seiley Wealth Management 03-Jan-2023 Merger/Acquisition Asset Management
Stellar Capital Management 01-Sep-2020 Merger/Acquisition Asset Management
Libbie Agran Financial Services & Seminars 19-Jun-2017 Merger/Acquisition Asset Management
To view HoyleCohen’s complete acquisitions history, request access »

HoyleCohen FAQs

  • When was HoyleCohen founded?

    HoyleCohen was founded in 2001.

  • Where is HoyleCohen headquartered?

    HoyleCohen is headquartered in San Diego, CA.

  • What is the size of HoyleCohen?

    HoyleCohen has 59 total employees.

  • What industry is HoyleCohen in?

    HoyleCohen’s primary industry is Asset Management.

  • Is HoyleCohen a private or public company?

    HoyleCohen is a Private company.

  • What is HoyleCohen’s current revenue?

    The current revenue for HoyleCohen is .

  • Who are HoyleCohen’s competitors?

    Evermay Wealth Management, TC Wealth Partners, Mercer Advisors, Creative Planning, and Bel Air Investment Advisors are some of the 20 competitors of HoyleCohen.

  • When was HoyleCohen acquired?

    HoyleCohen was acquired on 14-Jun-2006.

  • Who acquired HoyleCohen?

    HoyleCohen was acquired by Focus Financial Partners.

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