Insights

Financial Expertise Focus The Advocate Group specializes in offering tailored financial planning services to high-net-worth executives and families associated with major Minnesota corporations, indicating an opportunity to introduce advanced wealth management solutions or complementary financial products.

Local Market Niche Based in Minneapolis and focused on prominent local companies like General Mills, Cargill, Medtronic, and Target, the firm presents a chance to develop regional partnerships or targeted marketing campaigns for similar high-profile clients.

Technology Utilization The firm's website employs modern tools such as WordPress, SEO, and caching technologies, demonstrating a digital-first approach that can be leveraged to introduce new fintech tools or digital engagement platforms for client acquisition.

Growth Potential With a revenue range of 25 to 50 million dollars and a small team of 11 to 50 employees, there is room for consulting services or scalable financial technology solutions to support their growth and operational efficiency.

Leadership Transition Insight The recent departure of a CIO with extensive investment expertise signals potential openness to enhanced investment management services or executive advisory solutions that can strengthen their leadership team.

Similar companies to The Advocate Group

The Advocate Group Tech Stack

The Advocate Group uses 8 technology products and services including W3 Total Cache, RSS, WordPress, and more. Explore The Advocate Group's tech stack below.

W3 Total Cache
Caching
RSS
Content Management System
WordPress
Content Management System
jQuery
Javascript Libraries
PHP
Programming Languages
Yoast SEO
Search Engines
X-XSS-Protection
Security
MetaSlider
Web Platform Extensions

Media & News

O’Leary leaves The Advocate Group as CIO.
An experienced leader with depth and breadth in building and managing investment teams, processes and procedures, O’Leary joins the Foundations from The Advocate Group, a Minnesota-based wealth management firm, where she served as CIO and was a member of the firm’s Governing Board.
May 13, 2019 | mcf.org

The Advocate Group's Email Address Formats

The Advocate Group uses at least 1 format(s):

The Advocate Group Email Formats	Example	Percentage
FLast@theadvocategroup.com	JDoe@theadvocategroup.com	90%
First@theadvocategroup.com	John@theadvocategroup.com	4%
FM.Last@theadvocategroup.com	JM.Doe@theadvocategroup.com	3%
LFirst@theadvocategroup.com	DJohn@theadvocategroup.com	3%

Frequently Asked Questions

Where is The Advocate Group's headquarters located?

The Advocate Group's main headquarters is located at 601 Carlson Parkway Suite 1100 Minneapolis, Minnesota United States. The company has employees across 3 continents, including North AmericaEuropeAfrica.

What is The Advocate Group's phone number?

You can contact The Advocate Group's main corporate office by phone at

+1-952-693-****

. 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 The Advocate Group's official website and social media links?

The Advocate Group's official website is theadvocategroup.com and has social profiles on LinkedIn.

What is The Advocate Group's NAICS code?

The Advocate Group's NAICS code is 52 - Finance and Insurance.

How many employees does The Advocate Group have currently?

As of April 2026, The Advocate Group has approximately 22 employees across 3 continents, including North AmericaEuropeAfrica. Key team members include Chief Executive Officer: M. C.Chief Investment Officer: S. H.Chief Operating Officer: R. W.. Explore The Advocate Group's employee directory with LeadIQ.

What industry does The Advocate Group belong to?

The Advocate Group operates in the Financial Services industry.

What technology does The Advocate Group use?

The Advocate Group's tech stack includes W3 Total CacheRSSWordPressjQueryPHPYoast SEOX-XSS-ProtectionMetaSlider.

What is The Advocate Group's email format?

The Advocate Group's email format typically follows the pattern of FLast@theadvocategroup.com. Find more The Advocate Group email formats with LeadIQ.

When was The Advocate Group founded?

The Advocate Group was founded in 2003.

The Advocate Group

Q: How many employees does The Advocate Group have currently?

The Advocate Group has approximately 22 employees.

Q: What technology does The Advocate Group use?

The Advocate Group's tech stack includes Nginx, Microsoft 365, Font Awesome, W3 Total Cache, MetaSlider.

Q: What is The Advocate Group's NAICS code?

The Advocate Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesMinnesota, United States11-50 Employees

The Advocate Group specializes in navigating the unique financial opportunities and challenges facing executives and their families from some of Minnesota’s largest companies: General Mills, Cargill, Medtronic, Land O’Lakes, 3M, Target and more. We understand complex compensation plans and benefit packages. We are a fee based, Independent Registered Investment Advisor, wholly owned by our employees. We build lasting relationships and deliver best in class service. We put financial planning first to make sure we understand your financial goals and concerns. Our concierge level of service ensures your time is spent on the things you value most.

Company Overview

Headquarters: 601 Carlson Parkway Suite 1100 Minneapolis, Minnesota United States
Phone number: +1-952-693-****
Website: theadvocategroup.com
NAICS Code: 52 - Finance and Insurance
Founded: 2003
Employees: 11-50