Financial Advocates was established as 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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