A complete list of active advisors currently associated with Focus Advisor Solutions, LLC

Warmer can help you find a great advisor at Focus Advisor Solutions, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Focus Advisor Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Focus Advisor Solutions, LLC's office locations.