Financial Advocates Email Format
Financial ServicesWashington, United States11-50 Employees
Financial Advocates, founded in 1996 as a Super OSJ, provides support services to financial advisor practices to help them transition, grow, and manage independent offerings. Now backed by LPL Financial, the firm serves as a partner for independent advisors, helping them overcome obstacles during transitions and in ongoing practice management. The company emphasizes collaboration and offers customized service plans intended to fit each advisor's needs while preserving independence. Based in Olympia, Washington, the firm serves independent financial advisor practices seeking operational guidance and strategic assistance. Its staff brings diverse experience to support growth and ongoing practice management, with securities and advisory services offered through LPL Financial, a Registered Investment Advisor. In 2022, Financial Advocates announced a partnership with Truelytics to help advisors gain better insight into their practice for informed business planning.