Guidance at Every Stage of Your Business' Lifecycle:
Infrastructure and resources to make your vision a reality.
Guidance at Every Stage of Your Business' Lifecycle:
Infrastructure and resources to make your vision a reality
Our partners can gain access to deep resources, operational strength, investment expertise, and a collaborative advisor community—all designed to expand capacity, elevate client service, and accelerate growth. Explore how advisors like you are leveraging Focus to navigate their growth challenges.
* 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.
Case Studies
Empowering Growth Through Partnership
Connected Wealth’s story highlights how a strategic partnership can strengthen independence while unlocking new capacity, deeper capabilities, and meaningful growth. By leveraging Focus’ operational support, investment resources, and advisor community, the firm expanded what it could offer clients—freeing up time to focus on relationships, new business, and delivering a higher impact client experience.*
*Connected Wealth joined as an independent member of the Focus Partners Advisor Solutions community in January 2016. Source: www.adviserinfo.sec.gov/. AUM growth is unique to Connected Wealth and others can’t expect same or similar AUM growth. Growth is based on multiple factors such as market movement, clients onboarded, AUM of each client, and other unique factors to Connected Wealth.
A Partnership for Progress
Security State Bank & Trust’s (SSB&T) journey highlights how the right partnership can transform a community bank’s expansion into wealth management. By leveraging Focus’ operational support, investment expertise, and advisor development resources, SSB&T built a scalable, efficient, and client focused wealth offering—positioning their team for long term growth and deeper client impact.*
* SSB&T Wealth Management joined as an independent member of the Focus Partners Advisor Solutions community in January 2024. January statistics as of January 31, 2025. Source: www. adviserinfo.sec.gov/. AUM growth is unique to SSB&T Wealth Management and others can’t expect same or similar AUM growth. Growth is based on multiple factors such as market movement, clients onboarded, AUM of each client, and other unique factors to SSB&T Wealth Management.
Scaling With Purpose
Aerodigm Wealth’s story showcases how strategic partnership can unlock extraordinary growth. By leveraging our solutions to streamline operations, enhance investment support, and free up advisor capacity, the firm shifted its energy toward higher value client work and competitive expansion—fueling a remarkable rise from $139M to more than $1.1B in AUM in just five years.*
* Aerodigm Wealth, LLC joined as an independent member of the Focus Partners Advisor Solutions community in May 2020. Aerodigm’s AUM over a four-year period ending on December 31 of each year. Source: www.adviserinfo.sec.gov/ AUM growth is unique to Aerodigm and others can’t expect same or similar AUM growth. Growth is based on multiple factors such as market movement, clients onboarded, AUM of each client, and other unique factors to Aerodigm.
Just like your clients, every advisor is unique.
Just like your clients, every advisor is unique.
We’d love to learn more about you and your business to understand how we can support your journey toward building your dream practice. Let’s talk to see if we may be a fit for supporting your unique needs.
We’d love to learn more about you and your business to understand how we can support your journey toward building your dream practice. Let’s talk to see if we may be a fit for supporting your unique needs.
General Disclosures
These companies have not been paid for their name, likeness, or quotes and are being provided solely as case studies to demonstrate the services Focus offers to advisors. These companies are independent members of the Focus Partners Advisor Solutions community and use the Focus Partners Advisor Solutions services and therefore have incentive to provide good feedback. The above quotes represent the experience of these companies, experiences will vary. These companies were not the only independent Focus Partners Advisor Solutions advisors chosen to participate in these case studies.
Services are offered through Focus Partners Advisor Solutions, LLC (“Focus”), an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus or its representatives. Focus has been part of the Focus Financial Partners partnership since 2007. Prior to January 2025, Focus Partners Advisor Solutions was named Buckingham Strategic Partners, LLC.
