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ADVISORY ADVOCATES LLC

GRAND RAPIDS, MI · CRD 284100 · IAPD ↗ · advisoryadvocates.com · (866) 597-8938

$158.6MRegulatory AUM
7Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — ADVISORY ADVOCATES LLC (GRAND RAPIDS, MI) is newly SEC-registered with $158.6M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.