IGNITE YOUR VISION

BE INDEPENDENT, NOT ALONE
 
We help financial advisors discover and create
their desired path to independence.
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Refine, Strengthen & Grow

We Provide a True Partnership 

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Experience Greater Choice

Transition Your Firm with Ease 

See How

Shape your Future

Create Value Within Practice 

Get a Business Valuation

Build a Legacy

Buy, Sell or Develop a Succession Plan 

Talk with Our Specialists
REFINE, STRENGTHEN, AND GROW YOUR PRACTICE

WE PROVIDE A TRUE PARTNERSHIP

Align your practice with partners who deliver simplicity, guidance, and support in several core areas of your business.

BUSINESS DEVELOPMENT

Stay competitive with ongoing practice management and support.

COMPLIANCE

Be compliant and in-the-know with experienced regulatory support and guidance.

CLIENT CARE

Increase processing efficiency and deliver an enhanced client experience with our client care solution.

TRANSITION SERVICES

Transition to greater independence with a custom-tailored plan.

COMMUNITY

Join an inclusive community and gain access to exclusive resources, partnerships and top tier events near you.

INDEPENDENT, BUT NEVER ALONE

LET US DREAM BIG WITH YOU

Free up more time for you to focus on the things you enjoy like working in your business and connecting with clients.

TRANSITION WITH EASE

 

EXPERIENCE GREATER CHOICE

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 Advisor, we can help you bridge the divide.

Explore our different transition programs.

BECOME INDEPENDENT

Supported transition from Captive to Entrepreneur

PURSUE MORE MEANINGFUL OPPORTUNITIES AND WORRY LESS

Experience greater flexibility and opportunity as a Hybrid RIA Advisor

BREAK THE MOLD

Deliver financial services as a Pure RIA Advisor

SHAPE YOUR FUTURE

 

SHAPE YOUR FUTURE

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. 

Is Your Practice "move-in" Ready?

Request a FREE Business Valuation

BUILD A LEGACY

  

BUY, SELL, OR DEVELOP A SUCCESSION PLAN

We have the expertise, connections, and services to help you buy or sell a practice, bring on a successor, or help you transition to a new team.

Listen to the Podcast

Benefits of Succession Planning

Discover Lending Options

“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

“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

“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

Insight

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.

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