COMPANY OVERVIEW
About Financial AdvocatesWith 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 meeting the needs of their clients.
Established under the direction of visionary 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 and is now our CEO and OSJ. She is focused on expanding the support services provided to advisors.
Financial Advocates At-A-Glance
Founded in 1996
Over 200 independent financial advisors
More than 10 banks and credit unions
Over 150 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 or eliminate their reliance on their institution’s home office, 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 1996-2020, based on total revenue.
LPL Financial, Charles Schwab, Fidelity Investments, and TD Ameritrade are all separate entities.