Join Our Team

Our focus is to provide support to advisors: helping transition, grow, and fine
tune practices, while providing valuable supervisory oversight and
compliance management.

Who We Serve

  CPA’s & Lawyers

Professional advisors can complement and increase the value of their practice by expanding the range of their services. We can help show you how.

  Financial Advisors

Are you an independent financial advisor? Financial Advocates gives you the tools, advice and personalized attention to help you succeed.

  Banks & Credit Unions

Are you looking for information on behalf of a bank or credit union? FA helps expand the range of services for your institution’s clients.

 Individual Investors

Are you looking for your ideal personal financial advisor? Financial Advocates can help you create and maintain a tailor-made financial plan.

Find an

Looking for a financial advisor by name? View our comprehensive directory of our Advisors by clicking here. Want to view our searchable Advisor Locator Map?