About Financial Advocates

With Financial Advocates you are independent, but never alone.

Our Story

Financial Advocates serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. Since 1996, we have been providing advice and support to advisors working independently and within financial institutions—people dedicated to their professions and to meeting the needs of their clients.

Established under the direction of visionary and CEO, Gary Campbell, Financial Advocates is most recognizable as a super OSJ, overseeing advisory practices while providing superior, concierge-level service to advisors. Angela Vlach joined Financial Advocates in 2009 as President and Chief Operations Officer focused on expanding the support services provided to advisors.

Financial Advocates At-A-Glance


Founded in 1996

Over 200 independent financial advisors

More than 12 banks and credit unions

Over 100 support staff

Today, Financial Advocates’ experienced and diverse staff is able to effectively assist advisors in several key areas, removing the obstacles advisors encounter when managing an independent practice.

Whether an advisor is looking to move to an Independent Broker-Dealer, eliminate their reliance on their institution’s home office, or achieve pure independence as an RIA, Financial Advocates can help. Financial Advocates provides the guidance and support in regulatory compliance, back office administration, business development and marketing to help financial advisors bridge the divide experienced when seeking greater independence and growth.

Our Mission

We guide and serve with Stewardship and Leadership for mutual success

Our Vision

We aspire to provide Clarity, Simplicity and Stability for success with Confidence.

Core Values

We enjoy working with those who share our core values: Community, Dependability, Resourcefulness, and Strategic Vision.

Financial Advocates is the fourth largest enterprise at LPL Financial, the nation’s largest independent broker/dealer*, with client assets custodied at Fidelity, TD Ameritrade, and Charles Schwab.

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

1601 Cooper Point Road NW
Olympia, Washington 98502
917 Pacific Avenue, Suite 407
Tacoma, Washington 98402

The investment professionals associated with this site are registered representatives of LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management and Financial Advocates are separate entities from LPL Financial.

The representative(s) associated with this site may discuss and/or transact business with residents of all fifty states.

Investments are:

Not FDIC InsuredNot Bank GuaranteedMay Lose ValueNot Insured by any Federal Government Agency Not a Bank DepositNot NCUA InsuredNot Credit Union GuaranteedMay Lose Value

Share This