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Company info:

RIA department info:

Etcetera:

  • 170 FTEs
  • Annual revenue of $ 60,000,000
  • Founded in 1996

Q&A:

What is the service or product you offer to RIAs?

Since 1996, we have been helping advisors make the move from a captive employee to an entrepreneur and BEYOND. You don’t have to know the answers, because we do. Today we serve over 200 independent financial advisors, 9 banks and credit unions, and more than 100 support staff. We help independent advisors stay strategic and prepared with expert guidance and support in compliance, business development, back-office administration, technology, marketing, succession planning and more. With Financial Advocates you are independent, but never alone.

How do you differentiate your offering from competitors?

We are “One Firm with Many Choices,” meaning we are positioned to serve advisors no matter where they are on the road to independence. Whether you want to experience greater flexibility, and more options as a Hybrid RIA advisor, or achieve pure independence with a fee-based only practice, Financial Advocates has solutions for you. Our services and solutions are custom-tailored to help fulfill the vision of each advisor for their business.

What else would you like to say about your business?

Let us help you achieve the independence you desire! Benefit from our experienced staff and strong relationships with a multitude of custodians, third-party money managers, leading technology providers and more.

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