Long Wharf Investors, an independent RIA advisor with approximately $200 million in client assets, has merged into Focus Financial Partners' Boston, MA-based partner firm The Colony Group.

Long Wharf Investors, an independent RIA advisor with approximately $200 million in client assets, has merged into Focus Financial Partners' Boston, MA-based partner firm The Colony Group.

Also based in Boston, LWI principals Rod Macdonald and John Keller will join the Colony team. Following the close of the transaction, Colony’s assets under management will be approximately $3.75 billion.

Established in 1995, Long Wharf Investors serves individuals, families, trusts, foundations and non-profits, with 70 employees.

The link-up represents Colony’s third transaction in the last 24 months, after merging with Mintz Levin Financial Advisors in Boston (2012) and Prosper Advisors in New York in (2013).

Founded in 2006, Focus Financial Partners is an international partnership of independent, fiduciary wealth management firms.