Data sourced from SEC Form ADV filed September 9, 2025
Overview
Headquarters
Olympia, WA
Total Firm Assets
$4.1 billion
Average High-Net-Worth Client Portfolio Size
$0.9 million
Clients
High-Net-Worth Share of Firm Assets
64.51%
Number of High-Net-Worth Clients
2,961
Total Client Accounts
18,288
Discretionary Accounts
18,288
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Frequently Asked Questions
Fee information for Financial Advocates Investment Management is available in its SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151298), Financial Advocates Investment Management is subject to fiduciary duty under federal law.
Financial Advocates Investment Management is headquartered in OLYMPIA, WA.
Financial Advocates Investment Management serves 2,961 high-net-worth clients according to their SEC filing dated September 9, 2025. View client details ↓
According to their SEC Form ADV, Financial Advocates Investment Management offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Financial Advocates Investment Management manages $4.1 billion in client assets according to their SEC filing dated September 9, 2025.
According to their SEC Form ADV, Financial Advocates Investment Management serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓