Firm profile

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

ST. LOUIS, MOCRD 143319Latest ADV March 31, 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
$36.4B
Employees
309
Offices
--
Total Clients
34,702
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 May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 69.8% of total clients.
Top client categories% of clientsClients
1
Individuals
69.8%
24,227
2
HNWI
24.7%
8,569
3
Pension Plans
4.1%
1,432
4
Corporations
0.6%
201
5
Charitable
0.6%
195
Additional categories (<0.1%)
CLIENTS IDENTIFIED AS "OTHER" BY INDEPENDENT REGISTERED ADVISORS14 clients
Investment Cos.<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$36.4Bas of March 31, 2026
Discretionary53.5%
$19.5B
54% of total RAUM53.5%
Non-discretionary46.5%
$16.9B
46% of total RAUM46.5%
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.

Latest AUM$36.4B
Total Accounts88,314
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 Employee112:1
10Y Employee Change+49 (+18.8%)

* 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.