FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

RIASEC RegisteredEst. 2007

Total AUM

$36.4B

Discretionary

$19.5B

54% of AUM

Avg account

$412K

Accounts

88,314

Employees

309

Advisory reps

Firm details

Headquarters: SAINT LOUIS, Missouri
CRD number: 143319
Registered since: February 1, 2007
Website: advisor.focuspartners.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI64.02%
Individuals20.16%
Other Investment Advisers13.32%
Corporations / Businesses1.19%
Charitable Organizations0.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Focus Partners Advisor Solutions, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2007. The firm functions as a capital allocator to third‑party managers and serves a mixed client base of individuals, families and institutional clients. Its fee model includes percentage‑of‑AUM fees alongside fixed and other fee arrangements. The firm provides a broad set of advisory services, including financial planning, portfolio management for individuals, small businesses and institutional entities, selection of other advisers, pension consulting services and educational publishing and workshops. It identifies as an active ESG investor and maintains multiple industry affiliations that span broker‑dealer relationships, accounting and law firm connections, insurance companies, real estate broker activity and sponsor/manager roles for pooled vehicles and limited partnerships. AdvisorHub named the firm to its "50 RIA Firms to Watch" list in 2026.