Advocate Wealth

What Advocate Wealth does

Advocate Wealth is a private wealth management advisory practice founded by Managing Director Jonathan Amoa and headquartered in Buffalo, New York. The firm serves ultra-high-net-worth business owners and multigenerational families, providing specialized services in estate planning, business succession planning, pre-transaction advisory for business sales or transitions, and multigenerational wealth transfer strategies. Client assets are described as approximately $300 million as of January 2026, implying a focused UHNW book concentrated in the Northeastern United States and built primarily through senior-advisor relationships rather than digital channels.

The business operates on a recurring advisory fee revenue model tied to client assets under management, typical of independent wealth management practices serving complex client profiles. No proprietary technology platform, digital tools, or productized offerings are referenced in available sources; service delivery is described as high-touch and relationship-driven, with senior advisors delivering customized planning across estate, tax, investment, and business dimensions. Customer acquisition is referral-based and relies on the reputation and network of lead advisors within the business community.

In January 2026, Advocate Wealth joined TritonPoint Partners as a member practice, expanding the parent's national footprint into the U.S. Northeast and gaining access to private market investment capabilities, a collaborative advisory culture, and an independent platform model. The transition from Amoa's prior role as Partner and Managing Director at Sand Hill Investment Management supplied the practice with its initial client book and operating relationships. The current operating structure is a member-practice affiliation under TritonPoint rather than a full acquisition, with Amoa retaining his founder and Managing Director role.

Name

Advocate Wealth

Legal name

Advocate Wealth

Website

https://advocatewealth.com

Company type

Private

Founded year

2026

Operating status

Operating

Headcount range

1–10 employees

Short description

Advocate Wealth is a Buffalo, New York-based private wealth management advisory practice founded by Managing Director Jonathan Amoa, serving ultra-high-net-worth business owners and multigenerational families with estate, succession, and pre-transaction planning across approximately $300 million in client assets.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Estate Planning & Trust Structuring Advisory (FSAEAKAC)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Family Business & Succession Advisory (FSAAADAL)

Keywords

• Wealth management advisory
• Estate planning services
• Business succession planning
• Multigenerational wealth advisory
• Investment management services

Headquarters

HQ city

Sequim

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Wealth Management Advisory Fees: Revenue generated through advisory fees on approximately $300 million in client assets under management, typical for private wealth management firms serving ultra-high-net-worth individuals and families.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Advocate Wealth is a Buffalo, NY-based private wealth management advisory practice that provides investment management, estate planning, and business planning services to ultra-high-net-worth individuals, business owners, and multigenerational families. The practice operates as a member of TritonPoint Partners and manages approximately $300 million in client assets. Its offerings focus on coordinating pre-transaction advisory, wealth transfer, and legacy planning tailored to owners preparing for liquidity events and families with multi-generational wealth.

Product overview

Advocate Wealth is a private wealth management advisory practice focused on serving business owners and multigenerational families. The firm provides financial advisory services including investment management, estate planning, and business planning. No specific product names, modules, or technology offerings were identified in the available sources.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management / Investment Management Advisory Discretionary and advisory investment management delivered to ultra-high-net-worth individuals and families, built around a coordinated portfolio strategy tied to the client's broader wealth, estate, and legacy plan.
• Estate Planning Services Estate planning for UHNW households and multigenerational families, covering wealth transfer, trust structuring, and coordination with clients' legal and tax advisors.
• Business Planning and Succession Services Business planning and succession advisory for business-owner clients, focused on aligning personal financial goals, ownership transitions, and exit/liquidity-event outcomes.
• Pre-Transaction / Liquidity Event Advisory Advisory engagement for business owners preparing for a sale or other liquidity event, coordinating investment, tax, estate, and post-transaction wealth planning in advance of the transaction.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• TritonPoint PartnerscoreStrategic or Co-development Partner · 24 January 2026Advocate Wealth, led by founder Jonathan Amoia, joined TritonPoint Partners as a Buffalo-based advisory practice. The partnership expands TritonPoint's presence in the U.S. Northeast as part of its strategy to build a national advisory team serving ultra-high-net-worth clients. Amoia cited TritonPoint's independent model, collaborative culture, and access to private markets as key drivers behind the transition from Sand Hill Investment Management.

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Others

• TritonPoint Partners: Parent organization and national advisory platform of which Advocate Wealth is a member practice; comparable as a strategic/ecosystem participant given the affiliation announced in January 2026.
• Sand Hill Investment Management: Previous firm of founder Jonathan Amoia and adjacent wealth management practice; relevant as ecosystem/background context for the founder's track record and transferable book of business.

Direct peers

• Glenmede: Independent wealth and investment manager purpose-built for UHNW families and foundations, with deep emphasis on estate planning, trust structuring, and family governance—mirroring Advocate Wealth's core offerings.
• Bessemer Trust: Privately owned wealth management and investment advisory firm serving UHNW families and foundations with multigenerational planning, estate, and family-office services—directly comparable in client profile and service mix to Advocate Wealth.
• Aspiriant: Independent, partner-owned wealth management firm serving HNW and UHNW clients with comprehensive financial planning, estate, and tax advisory—comparable in independent RIA structure and holistic planning emphasis.
• Cresset Capital: Private, independent multifamily office and private investment firm serving UHNW families and entrepreneurs with holistic wealth planning, private markets access, and family governance—closely analogous to Advocate Wealth's model.
• Cambridge Associates: Independent investment advisor serving UHNW families, endowments, and foundations with portfolio management, estate planning, and family-office services—comparable in UHNW client profile and access to private markets.
• Cerity Partners: Independent wealth management and business advisory firm focused on business owners and UHNW families, with strong emphasis on pre-transaction and succession planning—directly comparable to Advocate Wealth's target segments.
• Mariner Wealth Advisors: Large independent RIA platform delivering wealth advisory, tax, estate, and family-office services to HNW/UHNW households—comparable in independent, fee-based model and multigenerational planning focus.

Broad incumbents

• Brown Brothers Harriman (Wealth Management): Long-standing private bank and wealth manager with a UHNW practice offering estate, trust, and multigenerational planning—overlapping capabilities to Advocate Wealth but operating as part of a much broader financial services franchise.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Advocate Wealth