Welcome to Financial Advocates!
Financial Advocates helps financial advisors transition to independence, remove the obstacles that often hinder success, and facilitate ongoing opportunities for growth through expert service in regulatory compliance, back office administration, business development, technology and more.
years in business
retirement plan assets
*As of November 2017
Are You Ready to Transition your Firm?
Whether you want to transition to an Independent Broker-Dealer, eliminate your reliance on your institution’s home office, or achieve pure independence as an RIA, Financial Advocates can help you bridge the divide.
Discover Financial Advocates’ different transition programs below.
“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.”
Berl Financial Services
“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.”
“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.”
Cornerstone Financial Strategies
Independent, Not Alone
Financial Advocates’ diverse team of financial professionals, with extensive industry experience, serves as a financial advisor’s primary source of support in a multitude of areas.
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!
Why You Should Start Thinking About Succession Planning Today
Now That You Know Your Numbers, Find Your Marketing Opportunities
Know Your Numbers; Know Your Business
Financial Advocates Launches Truelytics to Promote Business Best Practices for Independent Advisors and Wealth Managers
The Importance of Valuations
Would You Hire You?
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.