Wealth Manager
    SEC Registered

    Financial Advocates Investment Management

    Registered investment advisor · Olympia, Washington · CRD #151298

    Assets Under Management
    $4.1B
    Client Accounts
    18,288
    Employees
    85
    CRD Number
    151298
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Financial Advocates Investment Management

    We are a client-centered financial services firm. Our aim is to meet you where you are at, and provide an informed strategy that meets your needs. With a set of comprehensive services, we provide a plan that works towards your goals. Whether you're an individual mapping out next steps, a retiree entering a new chapter, a family juggling priorities, or supporting a business owner appreciate their employees, our work begins with a relationship, not a product.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Financial Advocates Investment Management

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    Frequently Asked Questions

    What is Financial Advocates Investment Management's AUM?

    Financial Advocates Investment Management reports approximately $4.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Financial Advocates Investment Management headquartered?

    Financial Advocates Investment Management is headquartered in Olympia, Washington.

    What is Financial Advocates Investment Management's CRD number?

    Financial Advocates Investment Management's CRD number is 151298. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Financial Advocates Investment Management manage?

    Financial Advocates Investment Management manages approximately 18,288 client accounts according to its latest SEC filing.

    Is Financial Advocates Investment Management SEC registered?

    Yes, Financial Advocates Investment Management is registered with the SEC as an investment adviser.

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