Your Success is Our Business

We supervise and provide business management services to financial advisors.

Ready for new opportunities

We help local institutions expand their range of services.

You can be independent, but not alone

We give you the tools, advice and personalized attention to help you succeed.

Bridging Alliances

FA shares our experience and offers solutions to overcoming obstacles.

Overcoming unique challenges

Simply, FA is there in virtually any way to help you achieve your business goals.

Natural Solutions

We help where help is needed. Not fancy. Valuable.

Bridging Alliances

We help build and support successful alliances for enduring success.

Are you an independent financial advisor? Financial Advocates gives you the tools, advice and personalized attention to help you succeed.
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Banks and
Credit Unions

Are you looking for information on behalf of a bank or credit union? FA helps expand the range of services for your institution’s clients.
Find out how

CPAs and

Professional advisors can complement and increase the value of their practice by expanding the range of their services. We can help show you how.
Find out how


Financial Advocates is uniquely qualified to provide ongoing revenues to nonprofits by serving their employees and members.
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Are you looking for your ideal personal financial advisor? Financial Advocates can help you create and maintain a tailor-made financial plan.
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Join our Team

Our focus is to provide support to advisors: helping transition, grow, and fine tune practices, while providing valuable supervisory oversight and compliance management.

Tell us about yourself

Find an Advisor

Looking for a financial advisor by name? View our comprehensive directory of our Advisors by clicking here. Want to view our searchable Advisor Locator Map?

Click here