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
Financial Advocates Investment Management is a fee-based investment advisor. Detailed fee schedules are available in their 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 ↓