RIA Intel›Advisers›Florida›YOUR FINANCIAL ADVOCATE, LLC

YOUR FINANCIAL ADVOCATE, LLC

Advisory

FL

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in FL

#1,428

of 2,610 advisers by AUM

Average account

$412K

across 187 accounts

AUM per adviser

$77M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$77M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$77M

Discretionary AUM$77M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients75

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NY, TX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

75 clients

28 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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AARON BRASK CAPITAL LLC

LAKE WORTH BEACH, FL

$77M

GULFCOAST FINANCIAL SERVICES, INC.

$77M

HAMMER AND COMPANY, LLC

$77M

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