CRD: 143319
Focus Partners Advisor Solutions, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2007
- Office Locations
- 23
Office Locations
About Focus Partners Advisor Solutions, LLC
Focus Partners Advisor Solutions supports independent advisors and planning firms with full-lifecycle practice management, marketing, back-office and technology integration, including MoneyGuideElite and a branded client portal/mobile app. Investment support includes model delivery, open-architecture portfolio construction across ETFs, mutual funds, SMAs and alternatives, plus a customizable fixed income desk. Advisors also get a nationwide peer network and proprietary portfolio analytics for comparisons and performance review.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ADAM LAWRENCE BIRENBAUM
Chief Executive Officer, Wealth Advisor
- CRD
- --
- Ownership
- Less than 5%
GINA KULIG BRADLEY
Advisor, Chief Administrative Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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LAURA BARR
Relationship Manager
- CRD
- #7981368
William Blanchette
Relationship Manager
- CRD
- #5128798
Showing 2 of 49 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,491,699,298 | $484,531 |
| Non-Discretionary | $16,919,499,267 | $351,859 |
| Total | $36,411,198,565 | $412,292 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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