We’re Invested in Your Success!
Financial Advocates helps financial advisors discover their desired path to independence. Our expert service in regulatory compliance, back-office administration, business development, marketing, and technology can simplify obstacles, and make doing business easier.
SHAPE YOUR FUTURE
EXPERIENCE GREATER CHOICE
ELEVATE YOUR CLIENT EXPERIENCE
BUILD A LEGACY
Refine, Strengthen and Grow Your Practice
Our custom advisor solutions can support you in a multitude of areas.
Shape Your Future
Whether you want to transition to an Independent Broker-Dealer, eliminate your reliance on your institution’s home office as a Hybrid RIA, or break the mold as a Pure RIA, we can help you bridge the divide.
Explore our different transition programs.
“Financial Advocates’ technology group has helped me make decisions on complementary software that I can use to become more organized, have a greater capacity for growth, and bring on more clients.”
Steve Fuller Financial Strategies
“Financial Advocates is our partner in business development. They understand what we’re trying to accomplish and then work within the framework of the regulatory structure to make it come to fruition. They serve as a real educational resource for us.”
William Pickles Cornerstone Financial Strategies
“When I transitioned to Financial Advocates it was a one-day decision and it was implemented so fluidly and effortlessly that from my client’s perspective nobody knew anything had changed. I felt a huge sense of relief that I had someone helping me watch over my practice.”
Neil Berl Berl Financial Services
How to Grow Now
Gain deeper insight into six growth strategies and how to implement change for a more successful practice.
Create a Top Dollar Practice
We help advisors strategize for the next adventure, which may be a leisurely retirement or a new venture. No matter what your vision of the future, if you want to receive top dollar for your practice, it’s best to start planning now.
Together We Achieve More
Our strength lies in the connection we share between our vast community of independent financial advisors and the dedicated staff who continuously strive for mutual, ongoing success.
Look to us for valuable insights into the latest industry news, trends, best practices, technology updates, research and more!
Looking to grow or expand your financial practice?
We support an expansive network of independent financial advisors across the nation. If you are thinking about increasing your independence and opportunities for success, let's talk.