The Advocates
The Advocates (Your Advocates, Ltd., LLP) is a Houston-based wealth management firm serving families and energy industry professionals with integrated investment management, tax planning, and estate planning delivered through a relationship-driven advisory model.
- Company typePrivate
- Founded2012
- HeadquartersHouston, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What The Advocates does
The Advocates — operating as Advocates Wealth Planning under the legal entity Your Advocates, Ltd., LLP — is a privately held wealth management firm headquartered at 920 Memorial City Way, Suite 250, in Houston, Texas. Founded in 2012, the firm provides comprehensive wealth management services to families and to energy industry professionals, integrating investment management, tax planning, and estate planning into a single advisory engagement. Service delivery is consultative and relationship-driven, anchored by complimentary initial meetings and reinforced through educational blog content and dedicated client portals.
The firm's product surface consists of three core lines: a comprehensive wealth management offering (tailored portfolios based on family values and risk tolerance), an integrated investment management plus tax and estate planning service, and two client-facing portals — "The Hub," hosted on Tamarac, and "Blueprint," hosted on eMoney via Schwab — used for plan access, account information, and ongoing client engagement. There is no proprietary technology stack identified in the source material; all digital infrastructure is sourced from third-party vendors that are standard in the RIA market.
The business model is a recurring AUM-based advisory fee structure, consistent with the U.S. registered investment adviser norm. The firm is structured as a Texas limited liability partnership, is independently owned with no disclosed venture or private-equity backing, and operates with 11-50 employees from a single Houston location serving the Texas market. Public 13F-style disclosures show active model-portfolio positioning in Q4 2025, including material additions to Vanguard Small-Cap ETF (VB) and adjustments to iShares Core S&P Small-Cap ETF (IJR), consistent with discretionary management of client assets through mainstream institutional ETFs.
The Advocates firmographics
Firmographics- Name
- The Advocates
- Legal name
- Your Advocates, Ltd., LLP
- Website
- https://www.theadvocateswealth.com/
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Advocates (Your Advocates, Ltd., LLP) is a Houston-based wealth management firm serving families and energy industry professionals with integrated investment management, tax planning, and estate planning delivered through a relationship-driven advisory model.
- Ownership category
- akta.pro rank
The Advocates industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Estate Planning & Trust Structuring Advisory (FSAEAKAC)
- akta.pro secondary industry
- Family Business & Succession Advisory (FSAAADAL)
Keywords
Where The Advocates is headquartered
LocationHeadquarters
- HQ city
- Houston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Advocates business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Wealth Management Advisory Fees: Advisory fees charged for comprehensive wealth management services including investment management, tax planning, and estate planning. Revenue appears to be generated through assets under management (AUM) based fees typical of wealth management firms.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
The Advocates product offering
Product offeringCore offering
The Advocates is a Houston-based wealth management advisory firm that delivers comprehensive wealth management services to families, combining investment management with integrated tax and estate planning to design long-term financial roadmaps aligned with family values and risk tolerance. The firm also provides specialized financial strategies tailored to the unique compensation structures and market dynamics of energy industry professionals.
Product overview
The Advocates is a financial planning and wealth management firm offering comprehensive services to families. Their core offering consists of wealth management and investment management with integrated tax and estate planning. They serve families with a focus on aligning financial strategies with family values and long-term objectives. The firm also offers specialized services for energy industry professionals. Client access is provided through online portals including The Hub and Blueprint for financial plan management.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Wealth Management
Companies that use The Advocates
Customer profileSegments2 records
Ideal customer profiles2 records
The Advocates technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Advocates partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights2 records
The Advocates competitors and assessment
Company assessmentBroad incumbents
- Mariner Wealth Advisors: Large national RIA platform with significant Houston presence offering comprehensive wealth, tax, and estate planning. Directly comparable to The Advocates on integrated advisory services, but vastly larger scale and multi-office footprint.
- Creative Planning: One of the largest U.S. RIAs, offering integrated wealth management, tax, and estate planning. Comparable to The Advocates in service mix and family-wealth focus, but with national scale and proprietary technology investments.
- Edelman Financial Engines: National wealth advisory combining financial planning and investment management for households. Comparable integrated service model, though broader mass-affluent client mix vs. The Advocates' HNW family focus.
- Fisher Investments: Large investment management and wealth advisory firm serving HNW individuals. Overlaps with The Advocates on investment management and portfolio advisory, but with proprietary institutional-style portfolio management rather than integrated estate/tax planning.
- BNY Mellon Wealth Management: Global wealth manager offering investment management, trust, and estate services to UHNW families. Comparable integrated family-wealth offering but at far greater scale and institutional backing.
- Charles Schwab Private Client: Wealth advisory arm of Charles Schwab providing investment planning and portfolio management to affluent households. Comparable retail-HNW client base but supported by massive custodian scale and proprietary digital tools.
Direct peers
- Sanctuary Wealth: Partnership-based RIA platform supporting independent wealth advisors with compliance, technology, and operations infrastructure. Closely comparable model to The Advocates' multi-partner LLP structure serving HNW families.
- Bessemer Trust: Multi-family office providing integrated investment, tax, and estate planning to UHNW families. Comparable values-driven, multi-generational wealth advisory model to The Advocates, especially around estate planning and family governance.
Regional players
- Vaughan Nelson Investment Management: Houston-based investment management firm serving institutional and HNW clients. Comparable Houston regional base and investment management focus, though more institutionally oriented than The Advocates' family advisory model.
- Salient Partners: Houston-based investment advisor offering wealth and institutional investment strategies. Comparable Houston regional base and HNW client orientation, though stronger institutional/alternatives focus.
Market position
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
The Advocates social profiles
Digital presenceThe Advocates financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Advocates leadership team
Management profileNumber of profiles
The Advocates funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Advocates M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Advocates
What does The Advocates do?
The Advocates is a Houston-based wealth management advisory firm that delivers comprehensive wealth management services to families, combining investment management with integrated tax and estate planning to design long-term financial roadmaps aligned with family values and risk tolerance. The firm also provides specialized financial strategies tailored to the unique compensation structures and market dynamics of energy industry professionals.
Is The Advocates a public or private company?
The Advocates is a private company. It is classified as management employee owned and is currently operating.
When was The Advocates founded?
The Advocates was founded in 2012. It employs 11 to 50 people.
Where is The Advocates based?
The Advocates is headquartered in Houston, United States, in the North America region.
How does The Advocates make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are The Advocates's main competitors?
Broad incumbents on record are Mariner Wealth Advisors, Creative Planning, Edelman Financial Engines, Fisher Investments, BNY Mellon Wealth Management and Charles Schwab Private Client. Direct peers are Sanctuary Wealth and Bessemer Trust. Regional players are Vaughan Nelson Investment Management and Salient Partners.
Does The Advocates have an API?
No public API is recorded for The Advocates.
What industry is The Advocates in?
The Advocates's product category is Wealth Management. Its primary akta.pro industry code is FSAEAKAC, Estate Planning & Trust Structuring Advisory, with a secondary code of FSAAADAL, Family Business & Succession Advisory. Its NAICS code is 523940 and its SIC code is 6282.