Wealth Manager
    SEC Registered
    Manages Private Funds

    Focus Partners Advisor Solutions, LLC

    Registered investment advisor · St. Louis, Missouri · CRD #143319

    Assets Under Management
    $36.4B
    Client Accounts
    88,314
    Employees
    309
    CRD Number
    143319
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc, Pershing Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Focus Partners Advisor Solutions, LLC

    Focus Financial Partners Inc. is a wealth management platform based in New York City. Founded in 2004, the company partners with independent, fiduciary wealth management firms and is publicly traded on the Nasdaq under the ticker symbol FOCS. The founders are Ruediger Adolf, Rajini Kodialam, and Leonard Chang. The company operates an interdependent network of wealth management and related financial services firms, emphasizing a client-first approach. Focus invests in Registered Investment Advis

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Focus Partners Advisor Solutions, LLC

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    Frequently Asked Questions

    What is Focus Partners Advisor Solutions, LLC's AUM?

    Focus Partners Advisor Solutions, LLC reports approximately $36.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Focus Partners Advisor Solutions, LLC headquartered?

    Focus Partners Advisor Solutions, LLC is headquartered in St. Louis, Missouri.

    What is Focus Partners Advisor Solutions, LLC's CRD number?

    Focus Partners Advisor Solutions, LLC's CRD number is 143319. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Focus Partners Advisor Solutions, LLC manage?

    Focus Partners Advisor Solutions, LLC manages approximately 88,314 client accounts according to its latest SEC filing.

    Is Focus Partners Advisor Solutions, LLC SEC registered?

    Yes, Focus Partners Advisor Solutions, LLC is registered with the SEC as an investment adviser with an approved registration status.

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