Focus Advisor Solutions, LLC logo

Focus Advisor Solutions, LLC

Updated today

Client AUM

$34,562,992,032

Clients

33,235

Advisors

42

across 23 offices

About

Focus Advisor Solutions provides turnkey asset management and back‑office services primarily to independent registered investment advisors and their clients, and also offers fixed‑income sub‑advisory services, 3(38) retirement plan investment management, and administration for registered investment companies. The firm supplies model portfolios, operational support (custody liaison, billing, reconciliation) and access to third‑party cash‑management and insurance solutions to advisors that contract with its platform.

FAS emphasizes diversified, systematically invested mutual fund and ETF model portfolios constructed from providers such as Dimensional, Vanguard and BlackRock, and implements those allocations for advisors while offering discretionary fixed‑income management and periodic rebalancing when engaged. When acting as a fiduciary for retirement plans or as a fixed‑income sub‑advisor, FAS accepts discretionary authority to set plan fund menus or select individual fixed‑income securities and monitors accounts for credit changes and tax‑loss harvesting opportunities.

The firm combines enterprise scale with a relatively small advisor base — the platform reports roughly $41 billion of regulatory assets under management and administration and more than 33,000 clients served through about 42 advisors — producing an unusually high client and asset load per advisor. FAS is an indirect subsidiary of Focus Financial Partners (with private‑equity ownership), manages the SA Funds (with DFA as sub‑adviser), offers held‑away account rebalancing via Pontera and provides both turnkey platform services and direct fund management and ERISA 3(38) fiduciary services, a mix that differentiates it from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Turnkey asset management provider

Expertise

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing

Occupation focus

Founder/Business Owner Executive

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $500,000: 0.65% $500,000.01 - $1,000,000: 0.35% $1,000,000.01 - $5,000,000: 0.25% $5,000,000.01+: 0.20%

Other

Account minimum: $500,000 Fee-only: Fee-only advisory services; fees paid quarterly in advance or arrears, negotiated with advisors and clients.

Main office

See office

190 Carondelet Plaza, Suite 600

Saint Louis MO 63105

Advisors at this office

17

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Also doing business as

Bam Advisor Services, LLC · Buckingham Strategic Partners, LLC · Charleston Investment Advisors · Focus Advisor Solutions, LLC · Focus Partners Advisor Solutions, LLC · Loring Ward · Weatherstone Capital Management

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Constanza J

Series 63, Series 65

Maitland, FL

Focus Advisor Solutions, LLC

Constanza Jelambi Illanes is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include positions at Stifel, Buckingham Strategic Wealth, and Wells Fargo Clearing Services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering diversified, systematically invested mutual fund and ETF model portfolios along with discretionary fixed-income management and retirement plan fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Blerina H

Series 63, Series 65

Largo, FL

Focus Advisor Solutions, LLC

Blerina Hysi is a financial advisor at Focus Advisor Solutions, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and 3(38) retirement plan fiduciary services, combining enterprise scale with a high client and asset load per advisor.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

David H

CFP®, Series 66

Santa Clara, CA

Focus Advisor Solutions, LLC

David Hanna is a CFP®-credentialed financial advisor with 10 years of industry experience, currently affiliated with Focus Advisor Solutions, LLC. His prior work includes positions at Buckingham Strategic Partners and Loring Ward. Outside of his advisory role, he serves as Treasurer/CFO for the Assyrian American Association of San Jose, managing the organization's expenses and budgeting. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors and their clients, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves more than 33,000 clients through a team of 42 advisors.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Angela S

CFP®, Series 63

Seattle, WA

Focus Advisor Solutions, LLC

Angela Stover is a CFP® with 25 years of industry experience. She is currently affiliated with Focus Advisor Solutions, LLC and has previously worked at Buckingham Strategic Partners, Foreside Financial Services, LLC, and Loring Ward Financial Inc. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets across a relatively small advisor base, combining enterprise scale with a high client load per advisor.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Christopher H

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Christopher Hadeler is a Series 65-licensed financial advisor at Focus Advisor Solutions, LLC with two years of industry experience. He has been with Buckingham Strategic Partners, LLC since 2014. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and fiduciary retirement plan services, combining enterprise scale with a relatively small advisor base.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Seng S

Series 66

Visalia, CA

Focus Advisor Solutions, LLC

Seng Saechao is a financial advisor with Focus Advisor Solutions, LLC, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Buckingham Strategic Partners, LLC, Foreside Financial Services, LLC, and several other firms between 2014 and 2018. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, combining enterprise scale with a relatively small advisor base.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Matthew M

Series 63, Series 65, Series 66

Phoenix, AZ

Focus Advisor Solutions, LLC

Matthew Miller is a financial advisor at Focus Advisor Solutions, LLC in Phoenix, AZ, holding Series 63, 65, and 66 licenses with 19 years of industry experience. His prior roles include positions at Dimensional Fund Advisors LP and several other firms since 2002. He also serves as a regional director managing a small sales team within the wealth management sector. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and access to third-party cash-management and insurance solutions. The firm emphasizes diversified, systematically invested mutual fund and ETF portfolios and offers discretionary fixed-income and retirement plan investment management services.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Michael O

CFP®, Series 63

Lookout Mountain, TN

Focus Advisor Solutions, LLC

Michael Ozburn is a CFP® with 27 years of industry experience, currently serving at Focus Advisor Solutions, LLC since 2018. He previously worked at Loring Ward from 2014 to 2018. Ozburn also acts as a divisional manager for Focus Partners Advisor Solutions, LLC, providing business and investment solutions to Buckingham advisors. Focus Advisor Solutions offers turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and provides discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Sean B

Series 63, Series 65

Bloomingdale, IL

Focus Advisor Solutions, LLC

Sean Brooks is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has held roles at several firms, including Assetmark Brokerage, LLC and Centurion Capital Group, Inc., before joining Focus Advisor Solutions in 2018. Brooks also serves as a divisional manager maintaining financial advisor relationships in the Great Lakes region. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, managing approximately $41 billion in assets for over 33,000 clients.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Thuy T

Series 66

San Jose, CA

Focus Advisor Solutions, LLC

Thuy Tran is a financial advisor at Focus Advisor Solutions, LLC, holding a Series 66 designation with 21 years of industry experience. Her prior roles include positions at Buckingham Strategic Partners, Foreside Financial Services, LLC, Loring Ward Securities Inc., and Lwi Financial Inc. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Andrew F

CFP®, Series 63, Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Andrew Fenton is a CFP® professional with 13 years of industry experience, currently affiliated with Focus Advisor Solutions, LLC. His prior roles include positions at Buckingham Strategic Wealth, The Leaders Group, First Element Insurance Planners, and Edward Jones. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages diversified, systematically invested mutual fund and ETF portfolios and delivers discretionary fixed-income management and fiduciary services for retirement plans.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Sheldon M

Series 63, Series 65

San Jose, CA

Focus Advisor Solutions, LLC

Sheldon Mcfarland is an investment advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at Focus Advisor Solutions since 2018 and previously spent 12 years with LWI Financial Inc. and Loring Ward Securities Inc. Mcfarland also serves as Vice President of Portfolio Strategy and Research at Focus Partners Advisor Solutions, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory and retirement plan management services. The firm combines enterprise scale with a relatively small advisor base, managing approximately $41 billion in assets for over 33,000 clients.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Jeffery Y

CFP®, Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Jeffery Yorg is a Certified Financial Planner® with 12 years of industry experience, currently serving at Focus Advisor Solutions, LLC. His prior experience includes roles at The Colony Group, Buckingham Strategic Partners, and Gurtin Fixed Income Management. In addition to his advisory work, he is an adjunct professor teaching public finance at the University of Texas at Austin and serves as an alderman in Clayton, Missouri. Focus Advisor Solutions provides turnkey asset management and back‑office services primarily to independent registered investment advisors. The firm offers diversified, systematically invested model portfolios and discretionary fixed‑income management, serving approximately 33,000 clients with about 42 advisors and managing roughly $41 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

James B

Series 63, Series 65

Phoenixville, PA

Focus Advisor Solutions, LLC

James Boylan is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Foreside Financial Services, LLC, and Sei Investment Management Co. Boylan also serves as Regional Director for Focus Partners Advisor Solutions, LLC, where he is involved in consulting and business development. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering model portfolios, fixed-income sub-advisory services, and retirement plan investment management. The firm combines enterprise scale with a focused advisor base and manages approximately $41 billion in regulatory assets under management and administration.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
user avatar

Alexa K

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Alexa Koziol is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at firms including Correct Capital Wealth Management, Clayton Financial Group, and Morningstar Investment Services. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors and their clients, offering model portfolios, operational support, and discretionary fixed-income management. The firm serves a relatively small advisor base with a high client and asset load per advisor and operates as an indirect subsidiary of Focus Financial Partners.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)