Advisory Advocates LLC: new SEC registration, $159M AUM, Grand Rapids, MI
Advisory Advocates LLC (Grand Rapids, Michigan): new SEC registration, $159M AUM, Grand Rapids, MI. Its amount of 159 is above the median of 134 (59th percentile). Dated 245 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 159 · 59th percentile of 1,149 NewRiaPulse records · 1.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 26 related MI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Advisory Advocates LLC |
| Legal name | Advisory Advocates LLC |
| CRD | 284100 |
| Status | Approved |
| Registered with the SEC | 2026-03-04 |
| Latest Form ADV filing | 2026-03-23 |
| Location | Grand Rapids, MI, United States |
| Regulatory AUM | $158,607,157 |
| Accounts | 559 |
| Employees | 9 |
| Website | HTTP://WWW.ADVISORYADVOCATES.COM |
| amount percentile | 59th of 1,149 (median 134, 1.2x median) |
| Peer records CSV (27 MI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-04
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MI first): Modell Capital Management LLC · Mbx Investors LLC · Vertrix Wealth Management, LLC · Marnell Management LLC · Northern Edge Wealth Management · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Advisory Advocates LLC and 27 Michigan peers
- Michigan NewRiaPulse records like this one: 27
- Advisory Advocates LLC's amount: 59th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Michigan peer: $5,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $159M under management.
- Website on file.
What is the NewRiaPulse record for Advisory Advocates LLC in Grand Rapids, Michigan?
Advisory Advocates LLC received SEC registration as an investment adviser (2026-03-04) with $158,607,157 in regulatory assets under management, based in Grand Rapids, MI.
How does Advisory Advocates LLC compare to other Michigan NewRiaPulse records?
Its amount of 159 sits in the upper half (59th percentile) of 1,149 records; the median is 134. It is 245 days old; check the official source for later updates before acting.
Advisory Advocates LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Advisory Advocates LLC | Grand Rapids, MI | 159 | 59th | 2026-03-04 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Michigan NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.