How To Manage a Financial Windfall: An 8-Step Guide
Did you receive a financial windfall? Learn eight steps to address taxes, investments, retirement, family, and estate planning before making ...
Empowering Advisors. Transforming Practices.
An outsourced 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 4/30/2026, there are 983 independent members of the Focus Advisor Solutions community, with 316 members being a part of the community for over 15 years. Prior to January 2025, Focus Advisor Solutions was named Buckingham Strategic Partners, LLC. ** As of December 31, 2025, Focus Advisor Solutions (“Focus”) had $19.49 billion of discretionary regulatory assets under management and $16.91 billion of non-discretionary regulatory assets under management. In addition, Focus provides administrative, back office and retirement plan services to $14.09 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 $50.59 billion.
Not Your Average Turnkey Asset Management Platform (TAMP)
With more than 25 years’ experience as a traditional service TAMP provider, Focus Advisor Solutions is well-versed in the hurdles that firms must overcome to thrive through expansion. Backed by extensive resources that include dynamic outsourced investment management solutions, wealth management expansion capabilities, a portfolio management platform for advisors, and a broad integrated advisor technology platform – we empower you to offer clients more. Bringing together sophisticated solutions, tailored support, and advisor scalability solutions we offer you the tools to grow without compromising how you serve your clients.
The Focus Advisor Solutions Difference
Access
Expertise and resources of one of the industry’s largest RIAs, equipping advisors with competitive client solutions.
Enablement
A traditional service TAMP supported by a broad technology platform empowering advisors with hands-on portfolio management capabilities
Flexibility
Flexible engagement and execution commitments based upon real-time capacity.
Community
An entrepreneurial advisor community offering peer learning groups and national educational conferences.
Sustainability
Experiential-based roadmap to support growth thresholds across every phase of a business’ lifecycle.
Governance
An Advanced Planning Team dedicated to strategic planning and advisor-directed guidance.
How To Manage a Financial Windfall: An 8-Step Guide
Did you receive a financial windfall? Learn eight steps to address taxes, investments, retirement, family, and estate planning before making ...
Are You Staying Ahead of the Curve?
Outsourcing gives teams time back, but what you do with that time determines whether your practice actually grows. The missing ingredient isn’t more capacity—it’s management skills, and developing these skills is crucial for future success.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 Advisor Solutions can change your practice and your life.Let's Talk 
