Fiduciary Advisor Advocates

Fiduciary Advisor Advocates

Fiduciary Advisor Advocates was founded in 2013 and is headquartered in Katonah, New York. The firm structures its advisory engagements around the fiduciary standard, serving a client base that includes pension plans, charitable foundations, endowments, and family offices. The firm's institutional-only orientation distinguishes it from the retail wealth management practices that dominate the New York suburbs. The firm provides investment advisory services on both a discretionary and non-discretionary basis. Its non-discretionary mandates suggest a consulting model alongside full implementation, advising institutional committees on asset allocation, manager selection, and ongoing governance. Discretionary mandates imply it also acts as an outsourced CIO for clients without internal investment staff. The firm advises institutional clients nationwide from its Westchester County base. As of mid-2026, publicly available financial filings do not disclose regulatory assets under management, professional headcount, or named principals — a common profile for smaller advisory practices that operate below certain SEC reporting thresholds. The firm maintains a minimal digital footprint, consistent with a relationship-driven institutional advisory practice rather than one that markets broadly. The firm's structural position is defined by its stated commitment to the fiduciary standard — an affirmative legal obligation under the Investment Advisers Act of 1940 — rather than a distinctive sourcing, hybrid structure, or unusual mandate. For institutional clients, this commitment implies that compensation models, manager selection, and portfolio construction must all foreground the client's best interest above product distribution economics.