Run Business The Way You've Envisioned

We Offer Freedom, Security, and Efficiency

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Becoming an independent advisor has never been easier!

Advisory Advocates is a fee based investment advisory company serving individual clients and their Advisor professionals. Through our Advisor relationships, we offer clients personalized financial planning and financial consulting services and professional portfolio management services.

Advisory Advocates knows the importance of having a diverse product offering to best serve all clients. Adding our financial planning, fee-only advisory services & portfolio management helps grow your business while allowing you to remain focused on your client relationships. Whether you want to bolster your current business and add recurring income or go independent, we have a solution for you.

Want to be an Investment Advisor Representative (IAR)?

You probably know you want to be independent and that independence is what is best for both you and your clients, but what is the best independent solution for your business?

As an IAR you will be a representative of Advisory Advocates and will have access to all of our services. You will still enjoy the financial benefits of being a fee-only advisor without having to run an entire business.

Want to be a Registered Investment Advisor (RIA)?

You probably know you want to be independent and that independence is what is best for both you and your clients, but what is the best independent solution for your business?

As an RIA you will be the owner and operator of your own independent advisory firm. While you will be solely responsible for all decisions made, Advisory Advocates will assist in initial setup as well as with asset management.

Asset Management

Offer your clients proprietary diversified investment portfolios with optional protection offered exclusively through our Risk-Wrap product.

All portfolios need a strong core and our market participation portfolios were created using a proprietary blend of low cost top tier ETF's. Our choice to use ETF's was based on what we feel is best for our clients; low costs, transparency and tax efficiency. Through the use of our automated risk assessment scoring system and financial planning tools each advisor can easily determine the most suitable portfolio allocation for each individual client.

We also offer supplemental investments and portfolio protection.

Ready to kick-off a conversation?

We'd love to chat and hear what you’re looking for and learn about how we can help.