What departments does The Advocate Group have?

The Advocate Group has employees across 3 departments including Finance, Banking, Operations.

What is the largest department at The Advocate Group?

The largest department at The Advocate Group is Finance with 2 employees.

Where are The Advocate Group employees located globally?

The Advocate Group has employees across 4 continents and 4 countries including Kenya, India, Azerbaijan, United States Of America.

How has The Advocate Group's team size changed over time?

The Advocate Group's team has grown from approximately 17 to 18 employees based on available data.

The Advocate Group Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

The Advocate Group operates as a fee-based, independent registered investment advisor focused on advising executives and their families through the unique financial landscapes created by large Minnesota-based corporations. Based in Minneapolis, Minnesota, the firm emphasizes understanding complex compensation plans and benefits packages to support clients’ financial planning goals and concerns, offering a concierge level of service that aims to align planning with clients’ valued priorities. The company distinguishes itself by being wholly owned by its employees and by seeking lasting relationships through personalized service within the financial services industry. While its client base includes executives from major regional companies, its approach centers on delivering comprehensive financial guidance tailored to individual circumstances rather than generic asset management. A notable recent development involves leadership movement related to its CIO role, reflecting ongoing management changes within the firm.

The Advocate Group Global Highlights

North America
37

United States Of America
37

Asia
10

India
10

Africa
1

Kenya
1

Europe
1

Azerbaijan
1

The Advocate Group's Leadership

D. B.
Partner Chief Investment Officer
Mobile Phone
Email
E. E.
Senior Financial Planner
Mobile Phone
Email
E. M.
Financial Planner
Mobile Phone
Email
M. R.
Planning And Operations Associate
Mobile Phone
Email

The Advocate Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from The Advocate Group

Name

Title

Contact

Location

Last Update

D. B.
Partner Chief Investment Officer
Mobile Phone
Email
Oct 16, 2024
E. E.
Senior Financial Planner
Mobile Phone
Email
Apr 16, 2026
E. M.
Financial Planner
Mobile Phone
Email
Jun 08, 2026
M. R.
Planning And Operations Associate
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is The Advocate Group known for?

The Advocate Group was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-952-693-****

. Explore The Advocate Group's company overview page for more information.

What is The Advocate Group's most common email format?

The Advocate Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Advocate Group email formats with LeadIQ.

How many employees does The Advocate Group have currently?

The Advocate Group has approximately 22 employees as of August 2026. These team members are located across 4 continents, including North AmericaAsiaAfrica.

Who are The Advocate Group's key employees and leadership?

As of August 2026, The Advocate Group's key employees include:

Partner Chief Investment Officer: D. B.
Senior Financial Planner: E. E.
Financial Planner: E. M.
Planning And Operations Associate: M. R.

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The Advocate Group Employee Directory

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