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The Advocate Group logo — Financial Planning & Wealth Management

The Advocate Group

Financial Planning & Wealth Management

Founded 2003 United States Minneapolis, United States 22 employees Finance, Financial Services +1

General Information

Company Name The Advocate Group
Founded Year 2003
Location United States Minneapolis, United States
Employees 22
Industries Finance, Financial Services, Wealth Management
Social

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About The Advocate Group

The Advocate Group is a wealth management firm with a focus on providing financial planning services. Founded in 2003 and headquartered in the United States, the company specializes in catering to executives and their families from some of Minnesota’s largest companies such as General Mills, Cargill, Medtronic, Land O’Lakes, 3M, and Target. As an Independent Registered Investment Advisor, they offer fee-based services and have a keen understanding of complex compensation plans and benefit packages. The firm prides itself on building lasting relationships and delivering best-in-class service. They prioritize putting financial planning at the forefront to thoroughly comprehend the financial goals and concerns of their clients. Their concierge level of service ensures that clients can focus their time on the things they value most. The Advocate Group positions itself as a trusted partner in navigating the unique financial opportunities and challenges executives face, demonstrating the potential for stability and growth in the financial services and wealth management industries. As of now, there is no publicly available information about the last investment or the investors involved with The Advocate Group.

Business keywords: Financial planning, Wealth management, Executive compensation, Independent Registered Investment Advisor, Relationship management, Concierge service, Fee based, Minnesota companies, Complex compensation plans, Benefit packages, Best in class service, Financial goals, Employee-owned, Executive families, Minnesota

No funding data available for The Advocate Group yet.

The Advocate Group Alternatives & Competitors

View All Alternatives
The Advocate Group vs
Sullivan Financial Advisors
Sullivan Financial Advisors United States

CT Based Independent Holistic Financial Planning & Wealth Management.

7 employees
Finance, Financial Services
The Advocate Group vs
All Season Financial Advisors, Inc.
All Season Financial Advisors, Inc. United States

Providing fee-only wealth management services to investors who value tax efficiency and consistent w...

3 employees
Finance, Financial Services
The Advocate Group vs
Boone Wealth Advisors, LLC
Boone Wealth Advisors, LLC United States

Creating bespoke financial strategies with a client-centric approach for a secure future.

6 employees
Finance, Financial Services
View all alternatives

FAQ About The Advocate Group

Financial Planning & Wealth Management
The Advocate Group was founded in 2003.
The Advocate Group is headquartered in Minneapolis, United States.
The Advocate Group operates in Finance, Financial Services and Wealth Management. Its work centres on Financial planning, Wealth management, Executive compensation and Independent Registered Investment Advisor.
The Advocate Group has approximately 22 employees.
Top alternatives and competitors to The Advocate Group include Sullivan Financial Advisors, All Season Financial Advisors, Inc., Boone Wealth Advisors, LLC, The Sheeter Group, Bonfire Financial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
The Advocate Group and Sullivan Financial Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for The Advocate Group, https://bouncewatch.com/company/the-advocate-group, updated 5 January 2025. When citing, please name BounceWatch and link this page.

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