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Firm profile

Focus Advisor Solutions, LLC

ST. LOUIS, MOCRD 143319Registration Status: ApprovedEffective since February 1, 2007Latest ADV August 5, 2026

Focus Partners Advisor Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.

Assets Under Management
$41.5B
Employees
309
Offices
--
Total Clients
35,101
Primary office
ST. LOUIS, MO
190 CARONDELET PLAZA, SUITE 600, ST. LOUIS, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOAdam L. Birenbaum
CCOJeffery A. Yorg
CFODhruv Gupta

Advisory services offered

9 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 68.2% of total clients.
Top client categories% of clientsClients
1
Individuals
68.2%
23,933
2
HNWI
26.5%
9,302
3
Pension Plans
3.9%
1,380
4
Corporations
0.6%
217
5
Charitable
0.5%
192
Additional categories (<0.1%)
CLIENTS IDENTIFIED AS "OTHER" BY INDEPENDENT REGISTERED ADVISORS12 clients
Investment Cos.<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$41.5Bas of August 5, 2026
Discretionary56.0%
$23.2B
56% of total RAUM56.0%
Non-discretionary44.0%
$18.3B
44% of total RAUM44.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$41.5B
Total Accounts91,359
10Y AUM Change+$33.0B (+955.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees309
Clients per Employee114:1
10Y Employee Change+49 (+18.8%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Current profile metrics reflect a newer SEC ADV filing than the latest point shown in the historical chart. The chart will update once that filing is added to the ADV history dataset.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.