CRD: 143319
Focus Advisor Solutions, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-01-2007
- Office Locations
- 23
Office Locations
About Focus 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.
Reported data analysis
What the numbers show
Between August 27, 2025 and March 31, 2026, reported AUM increased 12.9%, from $32.2B to $36.4B.
Across 5 reported observations, AUM increased 88.3% between October 28, 2022 and March 31, 2026, from $19.3B to $36.4B.
Of the latest reported AUM, 53.5% is discretionary and 46.5% is non-discretionary.
The firm reports 46 advisory representatives and 36,817 clients, or 800.4 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 23 reported office locations and 19 years in operation. The source data was last updated on August 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Focus Advisor Solutions, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Focus Advisor Solutions, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
LAURA BARR
Relationship Manager
- CRD
- #7981368
William Blanchette
Relationship Manager
- CRD
- #5128798
Showing 2 of 48 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,213,297,744 | $484,531 |
| Non-Discretionary | $18,270,582,877 | $351,859 |
| Total | $41,483,880,621 | $412,292 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Focus Advisor Solutions, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Focus Advisor Solutions, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing