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FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
CRD 143319 · SEC 801-67641
190 CARONDELET PLAZA, SUITE 600, ST. LOUIS, MO, 63105, United States
Phone
314-725-0455
Fax
314-725-7022
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$36.41B
Discretionary AUM
$19.49B
Team
309 total employees; 46 advisory reps; 1716 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; FEE SHARING WITH INDEPENDENT REGISTERED INVESTMENT ADVISORS
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsTURNKEY ASSET MANAGEMENT PROVIDER
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24227 | $7.34B |
| High net worth individuals | 8569 | $23.31B |
| Investment companies | 3 | $1.8M |
| Pension/profit sharing plans | 1432 | $133.7M |
| Charitable organizations | 195 | $320.4M |
| Other investment advisers | 61 | $4.85B |
| Corporations/business entities | 201 | $434.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/FOCUSPARTNERSADVISORSOLUTIONS
- https://www.weatherstone.com
- HTTPS://SA-FUNDS.COM/
- https://www.linkedin.com/company/focus-financial-partners
- HTTPS://ADVISOR.FOCUSPARTNERS.COM/SA-FUNDS/
- https://vimeo.com/focuspartners
- https://greatretirementdebate.com
- https://familybudgetexpert.com
- HTTP://WWW.MYADVISORCENTER.COM
- HTTPS://X.COM/FOCUSPARTNERSAS
- HTTPS://ADVISOR.FOCUSPARTNERS.COM
- HTTPS://INVEST.FOCUSPARTNERS.COM/
- HTTP://FOCUSFINANCIALPARTNERS.COM
- HTTPS://TWITTER.COM/BUCKINGHAMWP
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCIY_CSSOXTJCVWJLKZM69BA
- HTTPS://WWW.FACEBOOK.COM/FOCUSPARTNERSADVISORSOLUTIONS
- HTTPS://WWW.BUCKINGHAMWEALTHPARTNERS.COM/
Official SEC filing: View on IAPD