What BAM Advisor Services does

BAM Advisor Services operates as Focus Advisor Solutions, a turnkey asset management platform (TAMP) serving independent financial advisors across the United States. The company is a subsidiary of Focus Financial Partners, rebranded from Buckingham Strategic Partners, LLC in January 2025 as part of Focus Partners' brand unification. The platform provides an integrated suite of services spanning back-office administration (multi-custodial oversight, account opening, trading and rebalancing, billing, tax loss harvesting), investment management (evidence-driven models, custom fixed income, ESG, alternatives, direct management of held-away accounts), practice management (consulting, compliance support, leadership coaching, business succession), marketing support, and an advisor peer network of CFPs, CPAs, and planners. As of December 31, 2025, Focus Advisor Solutions reported $19.49B discretionary regulatory AUM, $16.91B non-discretionary regulatory AUM, and $14.09B in assets administered for independent firms, totaling $50.59B in aggregate AUM/AUA, with 983 independent advisor members as of April 30, 2026 (316 of whom have been in the community for over 15 years).

Name

BAM Advisor Services

Legal name

Buckingham Strategic Partners, LLC

Website

https://bamadvisorservices.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

251–500 employees

Short description

Focus Advisor Solutions is a US TAMP subsidiary of Focus Financial Partners providing back-office, investment, practice management, and peer network services to 983 independent financial advisors managing $50.59B in aggregate AUM/AUA.

Ownership category

akta.pro rank

Product category

Turnkey Asset Management Platform (Wealth Management)

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742), Finance Services (6199)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms) (FSAAAMAI), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

• Turnkey asset management
• Wealth management platform
• Practice management services
• Investment advisory solutions
• Back office support

Headquarters

HQ city

St Louis

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. AUM-Based Advisory Fees: Charges fees based on assets under management (AUM) or administration. As of December 31, 2025, Focus Advisor Solutions had $19.49 billion of discretionary regulatory AUM and $16.91 billion of non-discretionary regulatory AUM, plus $14.09 billion of assets managed/administrated for independent firms totaling $50.59 billion in aggregate assets.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

BAM Advisor Services operates the Focus Advisor Solutions platform, a comprehensive turnkey asset management platform (TAMP) delivering back-office support, evidence-driven investment models, practice management, operational tools, marketing support, advanced analytics, and a nationwide peer network to independent financial advisors and RIAs. The platform manages $50.59 billion in aggregate AUM/AUA across 983 independent advisor members as of December 2025. Services are delivered through integrated modules including multi-custodial oversight, trading/rebalancing, billing, tax loss harvesting, financial planning via MoneyGuideElite, and a proprietary client experience framework.

Product overview

Focus Advisor Solutions is a comprehensive turnkey asset management platform (TAMP) providing independent financial advisors with an integrated suite of services. The platform operates as a modular architecture combining: Investment Models (evidence-driven portfolio management with flexible options, tax management, ESG, and alternatives), Practice Management (consulting, compliance, transition support, and development programs), Marketing Support (playbook, collateral, and strategic alliances), Operational Tools (reporting, billing, trading, rebalancing, and tax loss harvesting), Back Office Support (custodial oversight, account services, and paperless processing), Technology Stack (MoneyGuideElite integration, client portal, analytics, and account aggregation), Network of Peer Planners (CFP/CPA community), Advanced Planning Team (complex case consultations across retirement, tax, estate, and charitable planning), and Specialty Services (retirement plans, institutional services, trust services). The platform also includes SA Funds as a proprietary fund family. The system serves 983 independent advisors managing $50.59 billion in total assets under management or administration.

Differentiator

Problem solved

Functional benefit

Products and services

• Focus Advisor Solutions Platform (TAMP) A comprehensive turnkey asset management platform providing back-office support, investment management, practice management, and operational tools for independent financial advisors and RIAs. As of December 31, 2025, the platform supports $50.59 billion in aggregate AUM/AUA across 983 independent advisor community members.
• Investment Models Evidence-driven investment models for independent advisors including flexible portfolio management, capital market assumptions, approved and recommended securities lists, custom fixed income team, asset location, tax management, alternative asset classes, ESG solutions, and direct management of held-away accounts. Backed by a dedicated Investment Policy & Research Committee.
• Practice Management Comprehensive practice support including practice consulting, legal and compliance support, advisory business transition resources, leadership coaching, advisor learning and development program, learning group opportunities, client segmentation, business succession planning, and a network of likeminded peers. CEPA-certified exit planning support.
• Back Office Support Administrative services for independent advisors including multi-custodial oversight, account opening, transfer oversight, NIGO resolution, account maintenance, and paperless processes.
• Operational Tools Technology-enabled operational services for advisors including dedicated service team, performance reporting, billing, trading and rebalancing, cash management, and tax loss harvesting.
• Marketing Support Marketing resources for independent advisors including marketing playbook, marketing collateral, timely curated content, workshop toolkits, and strategic marketing alliances to help advisors grow their practice.
• Technology Stack Vetted technology solutions for advisors including MoneyGuideElite Planning Platform integration, branded end-client portal and mobile app, advanced investment analytics tools, risk assessment tools, and outside account aggregation.
• SA Funds Proprietary fund family offered through the Focus Advisor Solutions platform, providing advisors with proprietary investment vehicles for client portfolios.
• Specialty Services Specialized services for advisors and their clients including retirement plan services, institutional investment services, small business valuation, high yield cash management, lending partners, personal trust services, and access to 30+ industry discounts.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature6 records

Scale indicators7 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• LPL Financial: LPL Financial is the largest independent broker-dealer and RIA custodian in the US, providing custody, technology, compliance, and practice management to thousands of advisors. Overlaps with Focus Advisor Solutions in serving independent advisors with back-office, technology, and practice consulting, though at substantially greater scale.
• Fidelity Institutional Wealth Services: Fidelity Institutional provides custody, clearing, TAMP, and technology services to RIAs as part of Fidelity's broader asset management franchise. Competes with Focus Advisor Solutions across custody, advisor technology, and managed portfolio offerings for independent advisor clients.
• Cetera Financial Group: Cetera is a network of independent broker-dealer and RIA firms providing advisors with practice management, technology, and back-office support. Like Focus Financial Partners (parent of Focus Advisor Solutions), Cetera operates a multi-firm model serving independent advisors with comparable services.
• Charles Schwab Advisor Services: Schwab Advisor Services provides custody, technology, and practice resources to thousands of RIAs as part of Charles Schwab's broader retail and institutional business. While not a pure TAMP, it offers TAMP-adjacent services (including Schwab Managed Portfolios) and serves the same independent advisor segment as Focus Advisor Solutions.

Emerging players

• Sanctuary Wealth: Sanctuary Wealth is a fast-growing network for high-net-worth independent advisors offering practice management, technology, and transition support. Provides a comparable multi-firm service model to Focus Advisor Solutions and Focus Financial Partners, though at smaller scale and focused on the HNW advisor segment.

Direct peers

• SEI Investments: SEI's Advisor Managed Services business provides outsourced investment, operations, and technology services to independent advisors and RIAs. Directly overlaps with Focus Advisor Solutions' TAMP, custody, and practice management offerings for the independent advisor market.
• AssetMark: AssetMark is a leading TAMP serving independent financial advisors with investment solutions, practice management, and technology tools. Directly comparable to Focus Advisor Solutions in offering model portfolios, practice consulting, and back-office infrastructure to independent RIAs.
• Brinker Capital Investments: Brinker Capital is a TAMP providing investment models, practice management, and back-office services to independent advisors. Now part of Orion, it historically competed head-to-head with Focus Advisor Solutions for similar RIA clients with comparable multi-custodial and model-portfolio offerings.
• Envestnet: Envestnet is the largest publicly traded TAMP, providing advisor-facing technology, portfolio management, and back-office services to thousands of advisors. Directly competes with Focus Advisor Solutions in the TAMP and wealth management platform category, with broader scale and public-company resources.
• Orion Advisor Solutions: Orion Advisor Solutions provides portfolio accounting, CRM, financial planning, and TAMP services to RIAs and independent advisors. Like Focus Advisor Solutions, Orion targets independent advisor practices with a comprehensive technology and back-office stack, making it a direct competitor for similar customer segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/bamadvisor
• Facebookfacebook.com/bamadvisorservices
• LinkedInlinkedin.com/company/bam-advisor-services

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BAM Advisor Services