THE ADVOCATE GROUP, LLC
  • THE ADVOCATE GROUP, LLC
  • THE ADVOCATE GROUP, INC
  • THE ADVOCATE GROUP, INC.

Adviser Profile

As of Date 02/04/2026
Registration SEC, Approved, 02/25/2011
ADV Location MINNETONKA, MN, United States
Contact Info 952 xxxxxxx
Websites
AUM* 809,930,205 27%
of that, discretionary 808,204,119 28%
Number of Employees 17
of those in investment advisory functions 11
Private Fund GAV* 0
Avg Account Size 758,362 13%
% High Net Worth 56.35% 7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

808M 693M 577M 462M 346M 231M 115M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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