FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $36.41B |
| Discretionary | $19.49B54% of AUM |
| Non-Discretionary | $16.92B |
| Client Accounts | 88,314 |
| Avg Account Size | $412K |
| Employees | 309 |
| Peak AUM | $36.41BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $36.4B | +21.9% | +20.5% | +15.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $36.41B |
| Discretionary | $19.49B |
| Employees | 309 |
| Client Accounts | 88314 |
| Client Range | 0 |
Contact & Location
Address
190 CARONDELET PLAZA
ST. LOUIS MO 63105
Phone
314-725-0455
Filing History
94 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Pension ConsultingAdviser SelectionPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$19.5B
53.5% of AUM
Non-Discretionary
$16.9B
46.5% of AUM
Disc. mix ▲ 2.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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