Insights

Strategic Partnerships Financial Advocates has established collaborations with technology and data analytics providers like Truelytics, enhancing advisors' Practice Management capabilities and offering potential upsell opportunities for advanced analytics, CRM integrations, or practice growth solutions.

Growth and Leadership Recent leadership additions such as an EVP and a CEO indicate expansion and strategic focus, presenting opportunities to offer executive-level consulting, leadership development tools, or new service offerings aimed at supporting their growth trajectory.

Technology Utilization Utilizing diversified tech stacks including Google Cloud, Yoast SEO, and social media integration tools suggests openness to digital solutions, creating prospects for marketing automation, cybersecurity, and cloud infrastructure enhancement services.

Market Position With revenues estimated between 50M and 100M and recognition as a finalist in industry awards, Financial Advocates positions itself as a significant player, offering potential for premium financial technology, compliance solutions, or high-end practice management services.

Client Support Model Their emphasis on personalized collaboration and comprehensive advisor support indicates a client-centric approach, opening doors for tailored consulting, CRM optimization, and proprietary software solutions aimed at enhancing client engagement and operational efficiency.

Similar companies to Financial Advocates

Financial Advocates Tech Stack

Financial Advocates uses 8 technology products and services including Google PageSpeed, Twemoji, Google Cloud, and more. Explore Financial Advocates's tech stack below.

  • Google PageSpeed
    Caching
  • Twemoji
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • jQuery Mobile
    Mobile Frameworks
  • Priority Hints
    Performance
  • Yoast SEO
    Search Engines
  • Apache
    Web Servers
  • Magnific Popup
    Web Tools And Plugins

Media & News

Financial Advocates's Email Address Formats

Financial Advocates uses at least 1 format(s):
Financial Advocates Email FormatsExamplePercentage
FLast@financialadvocates.comJDoe@financialadvocates.com
48%
First@financialadvocates.comJohn@financialadvocates.com
2%
First.Last@financialadvocates.comJohn.Doe@financialadvocates.com
2%
FLast@financialadvocates.comJDoe@financialadvocates.com
48%

Frequently Asked Questions

What is Financial Advocates's phone number?

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You can contact Financial Advocates's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Advocates's stock symbol?

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Financial Advocates is a publicly traded company; the company's stock symbol is N/A.

What is Financial Advocates's official website and social media links?

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Financial Advocates's official website is financialadvocates.com and has social profiles on LinkedIn.

What is Financial Advocates's NAICS code?

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Financial Advocates's NAICS code is 52 - Finance and Insurance.

How many employees does Financial Advocates have currently?

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As of December 2025, Financial Advocates has approximately 31 employees across 2 continents, including North AmericaAfrica. Key team members include Director Compliance: B. B.Director: H. P.Director Of Financial Reporting: I. W.. Explore Financial Advocates's employee directory with LeadIQ.

What industry does Financial Advocates belong to?

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Financial Advocates operates in the Financial Services industry.

What technology does Financial Advocates use?

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Financial Advocates's tech stack includes Google PageSpeedTwemojiGoogle CloudjQuery MobilePriority HintsYoast SEOApacheMagnific Popup.

What is Financial Advocates's email format?

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Financial Advocates's email format typically follows the pattern of FLast@financialadvocates.com. Find more Financial Advocates email formats with LeadIQ.

When was Financial Advocates founded?

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Financial Advocates was founded in 1996.

Financial Advocates

Financial ServicesWashington, United States11-50 Employees

Financial Advocates was established a Super OSJ in 1996 to provide financial advisor practices with superior, concierge-level service. Today, Financial Advocates is powered by LPL Financial and serves as a financial advisor’s primary ally. We remove the obstacles advisors encounter as they transition, grow, and manage their independent practices. We help advisors elevate their practice, experience greater choice, and build their legacy. Our knowledgeable, diverse staff has the background, experience, and expertise to support independent advisors.

At Financial Advocates, we believe collaboration is the foundation of support. We work with financial advisors to build a customized service plan that meets their needs. With Financial Advocates you are independent, but never alone.

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Section iconCompany Overview

Phone number
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    Financial Advocates's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Financial Advocates's revenue is estimated to be in the range of $50M$100M

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