Insights

Strong Industry Presence Financial Advocates operates within the financial services industry with a revenue range of 50 to 100 million dollars, indicating a substantial market footprint and potential for revenue growth or additional service offerings.

Technology Adoption The company utilizes a diverse tech stack including Google Cloud, Yoast SEO, and Apache, demonstrating a commitment to leveraging advanced digital tools that can be further expanded to improve operational efficiency and client engagement.

Recent Strategic Partnerships Recent collaborations with Truelytics, Ceres Fruit Processors, and Central Florida Press highlight an openness to strategic alliances, presenting opportunities to introduce complementary financial technology solutions or advisory tools.

Leadership Expansion The addition of high-profile executives such as Elvis Medica and Angela Vlach signifies a focus on growth and innovation, which can be an opening to offer leadership development, operational support, or tailored consulting services.

Market Recognition Recognition as a finalist in industry awards underscores the company's reputation and quality of service, making it a promising candidate for premium or specialized financial technology and management solutions to bolster their competitive edge.

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

Where is Financial Advocates's headquarters located?

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Financial Advocates's main headquarters is located at 1601 Cooper Point Road NW, Olympia, Washington 98502, US. The company has employees across 2 continents, including North AmericaAfrica.

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 October 2025, Financial Advocates has approximately 34 employees across 2 continents, including North AmericaAfrica. Key team members include Owner: D. H. S.Director, Compliance And Operations At Financial Advocates: M. M.Director Compliance: B. B.. 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 ServicesUnited 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

Headquarters
1601 Cooper Point Road NW, Olympia, Washington 98502, US
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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