Company Overview
- Website
- theadvisoradvocates.com
- Employees
- 9
- Industry
- Financial Services
- Company Culture
-
Client-first approachObjective guidance
Who is Advisor Advocates
Advisor Advocates, founded by Garrett Layell, CFP, specializes in providing business transition services tailored for financial advisors. The company assists financial advisors in navigating the complexities of their business transitions. Advisor Advocates offers a range of services designed to support advisors in making informed decisions about their firms. Advisor Advocates operates within the finance industry, focusing specifically on the needs of financial advisors. The company's services are designed to help advisors find the best solutions for their specific needs. The core services offered by Advisor Advocates include firm comparisons, financial breakdowns, and succession planning. These services are designed to provide financial advisors with the information and support they need to make critical business decisions. Advisor Advocates helps advisors filter through various options to find the most suitable solutions for their circumstances. Advisor Advocates' target clients are financial advisors. The company is dedicated to serving the finance industry, providing specialized services to professionals in this field. The company's focus is on helping advisors navigate the challenges of business transitions. Advisor Advocates distinguishes itself through several key advantages. The company's competitive advantages include a client-first approach and objective guidance. Advisor Advocates is dedicated to working for advisors, offering support and expertise throughout the transition process. The company helps advisors filter through various options to find the best solutions. Advisor Advocates also provides a private resource center and a podcast to help advisors make informed decisions. Advisor Advocates operates with a client-first approach, prioritizing the needs and goals of its clients. The company is committed to providing objective guidance, ensuring that advisors receive unbiased advice and support. These values guide the company's interactions and service delivery.
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Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
Chicago, IL | ||||
1,366 | New York, NY | 1996 | ||
Dallas, TX | ||||
60 | New York, NY | |||
Erie, PA |