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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-28-2016
- Office Locations
- 3
Office Locations
About Advisory Advocates LLC
Advisory Advocates is an independent, fee-only wealth manager providing comprehensive financial planning, asset management, and ongoing wealth management for individuals, families, and business owners—from early-career wealth building through retirement and legacy planning. Portfolios emphasize fundamentally sound equities and diversified, fund-based allocations (including ETFs). A notable differentiator is its Advisor Solutions program, supporting other advisors pursuing greater independence and enhanced client service.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Elizabeth Anne Burgess
Manager
- CRD
- #6715303
- Ownership
- Less than 5%
MICHAEL RANDOLPH COOK
Chief Compliance Officer, Manager
- CRD
- #7132095
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LARRY ANDREANO
--
- CRD
- #5048197
JOSEPH THOMAS BONADIES
--
- CRD
- #7678021
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $158,607,157 | $283,734 |
| Non-Discretionary | $0 | -- |
| Total | $158,607,157 | $283,734 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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