Financial Advocates

Financial Advocates was established as a Super OSJ in 1996 to provide financial advisor practices with robust, concierge-level service. Financial Advocates seeks to build on the vision of servant leadership for advisors in every aspect of our business.

Today, Financial Advocates serves as a financial advisor’s primary ally as a large enterprise within LPL Financial.

We remove the obstacles advisors encounter as they transition, grow, and manage their independent practices. Our knowledgeable, diverse staff has the background, experience, and expertise to support independent advisors.