Empowering Advisors.
Transforming Practices.
Scalable solutions, personalized support, and a true partnership to elevate your wealth management experience.
Empowering Advisors.
Transforming Practices.
Scalable solutions, personalized support, and a true partnership to elevate your wealth management experience.
Years ServingAdvisors
0
+
AUM / AUA
$
0
B*
Advisor Network
0
+
Advisors With Us Over 15 Years
0
+
* As of December 31, 2024, Focus Partners Advisor Solutions had $14.28 billion of discretionary regulatory assets under management and $15.06 billion of non-discretionary regulatory assets under management. In addition, Focus provides administrative, back-office and retirement plan services to $13.89 billion of assets managed or advised by the independent firms that hire Focus for its services. In the aggregate, the total number of assets under management or administration was $43.23 billion.
Who We Are
We do more than streamline your back office—we empower financial advisors to elevate their practice and client relationships. Our suite of personalized, scalable solutions goes beyond a traditional TAMP, combining research-driven investment strategies, best practices, and hands-on support tailored to your needs. Whether you’re looking to optimize operations, grow your firm, or enhance your client service, we’re here to support every stage of your journey. With Focus Partners, you’ll gain the freedom to focus on what matters most: helping deliver exceptional value to your clients while building a sustainable future for your business.
MARKETING SUPPORT PRACTICE MANAGEMENT INVESTMENT MODELS OPERATIONAL TOOLS BACK OFFICE SUPPORT TECHNOLOGY STACK NETWORK OF PEER PLANNERS FULL BUSINESS LIFECYCLE SUPPORT ADVANCED ANALYTICS TOOLS CUSTOM INVESTMENT MODELING SPECIALTY SERVICES GROWTH STRATEGY ADVANCED PLANNING TEAM PERSONALIZED CLIENT EXPERIENCE WEALTH PLANNING CONVERSATIONSWhat You Expect
Back Office Support
- Multi-Custodian Oversight
- Account Opening
- Transfer Oversight
- NIGO Resolution
- Account Maintenance
- Paperless Processes
Your Team
Practice Management
- Practice Consulting
- Legal & Compliance Support
- Advisory Business Transition Resources
- Leadership Coaching
- Advisor Learning & Development Program
- Learning Group Opportunities
- Client Segmentation
- Business Succession
- Network of Likeminded Peers
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Marketing Support
- Marketing Playbook
- Marketing Collateral
- Timely Curated Content
- Workshop Toolkits
- Strategic Marketing Alliances
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Evidence - Driven Investment Models
- Investment Policy & Research Committee
- Evidence-Driven Investment Models
- Flexible Portfolio Management
- Capital Market Assumptions
- Approval & Recommended Securities Lists
- Custom Fixed Income Team
- Asset Location
- Tax Management
- Evidence-Driven Alternative Asset Classes
- ESG Solutions
- Direct Management of Held-Away Accounts.
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Operational Tools
- Dedicated Service Team
- Performance Reporting
- Billing
- Trading & Rebalancing
- Cash Management
- Tax Loss Harvesting
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What you need to succeed
Technology Stack
- Vetted Technology Stack
- MoneyGuideElite Planning Platform
- Branded End-Client Portal & Mobile App
- Advanced Investment Analytics Tools
- Risk Assessment Tools
- Outside Account Aggregation
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Network of Peer Planners
- A Network of Like-Minded Advisors
- Nationwide Community of CFP®, CPAs, Planners and More
- Opportunity to Connect, Problem Solve and Learn form Professionals Just Like Yourself
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Wealth Planning Conversations
- Curated Planning Resources
- Scalable Advice
- Tools, Resources and Practices for Approaching a Topic
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Personalized Client Experience
- Design | Build | Protect® Client Experience
- LifeDiscovery®
- Wealth Planning Conversation Guides
- FeedForward
- Client Communication Strategies
- Client Education Resources
- Life Event Planning
- Event Planning Resources
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Full Business Lifecycle Support
- Startup Best Practices
- Growth Solutions
- Exit Planning with CEPA-Certified Support
- Partnership Throughout All Phases of Your Business Life Cycle
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Advanced Planning Team
- Advanced Planning Thought Leadership
- Complex Case Consultations
- Wealth Planning Standards of Care:
- Retirement Planning
- Income Tax Planning
- Estate Planning
- Risk Management
- Health Considerations
- Education Planning
- Business Owner Planning
- Charitable Planning
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Specialty Services
- Retirement Plan Services
- Institutional Investment Services
- Small Business Valuation & Value Enhancement
- High Yield Cash Management Solution
- Lending Partners
- Personal Trust Services
- 30+ Industry Discounts & Curated Partnerships
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Custom Investment Modeling
- Open Architecture Portfolio Construction
- ETFs, Mutual Funds, SMAs, Alternatives
- Customizable Fixed Income Desk
- Prebuilt and Customized Modeling Options
- Asset Allocation Performance Review
- Competitive Analysis Support and Resources
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Advanced Analytics Tools
- Leverage Our Proprietary Portfolio Analytics Center
- Analyze Historical Portfolio Performance
- Create Portfolio Comparisons
- Explore Hypothetical Portfolios
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Growth Strategy
- Leadership Coaching
- Staffing and Compensation Best Practices
- Learning and Development Resources and Curriculum
- Curated Advice Developed Through Years of Advisor Experiences
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* As of March 31, 2022 BSP had $3.04 billion of discretionary regulatory assets under management and $15.46 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $20.17 billion of assets managed or advised by the independent firms that hire BSP for its services. In the aggregate, the total number of assets under management or administration was $38.66 billion.
Are You Staying Ahead of the Curve?
How do you stay ahead of the competition? Focus Partners' Michael Ozburn explores the benefits of advisors outsourcing time-consuming tasks to stay ahead of the curve.Read More 
Schedule a Call with a Regional Director
Let’s open the conversation about your growth, the support you’re looking for, the clients you serve and work-life balance. In less than 30 minutes, we will both know how Focus Partners can change your practice and your life.Let's Talk 
