A wealth management
firm that supports
your independence
When you work with Equitable Advisors,
you're in control but not alone.
We support your focus as a financial advisor
Not every wealth management firm understands your need for independence and support. At Equitable Advisors, we let financial advisors focus on serving clients and scaling their business -on their terms.
You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want. That's what we call supported independence.
Serve your clients
Integrated technology and support help you manage your practice efficiently, improving your clients’ experience—and your own.
Scale your practice
We provide local and national support, technology, and a collaborative culture to help you take your wealth management practice to the next level.
Choose your own path
We give you flexibility and control over how you structure and brand your practice, and benefit from the business you’ve developed.
Join a growing wealth management firm
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. But just don’t take our word for it.
**As of 12/21/22
Experienced financial advisors
Get started as a financial professional
Equitable Advisors insights and news
New and Insights How Equitable Advisors built a powerful engine for organic growth - AdvisorHub
September 20th, 2024
Discover how our unique approach can elevate your practice. Our supported independence model, teaming program, comprehensive practice development opportunities, and innovative technology are designed to meet your needs. Learn more about the Kukainis' achievements and insights from our Chairman David Karr and President of Advice and Wealth Management Jim Mellin.
The Power of Holistic Financial Planning: Uncovering the Client's Story - AdvisorHub
April 12th, 2024
Jody D’Agostino, a Senior Partner at The Falcon Financial Group in alliance with Equitable Advisors, emphasizes the importance of building trust with clients to uncover their financial behaviors and motivations. By understanding their unique circumstances, such as family dynamics, addiction, inheritances, and job losses, financial advisors can better assist clients in managing their money effectively and achieving their desired financial outcomes.
Q&A with Tony Sirianni: Jim Mellin, President of Advice and Wealth Management
April 9, 2024
In a Q&A with AdvisorHub, Jim Mellin, President of Advice and Wealth Management at Equitable Advisors, discusses his 35-year journey with the firm, emphasizing its collaborative culture and commitment to client-focused wealth management. Mellin highlights Equitable Advisors' unique support for both seasoned and junior advisors, fostering growth and continuity in the industry.
Nick Lane tasked with helping Equitable hit its wealth management goals
March 7, 2024
Nick Lane, President of Equitable emphasizes the demand for financial advice. He highlights Equitable Advisors supported independence model and acknowledges the potential risks and uncertainties in the financial industry.
Our diversity is what makes us Equitable Advisors
We believe in the value of individual viewpoints, experiences, and cultures. We take pride in who we are and what we do, treating everyone with respect and dignity. Building a diverse, inclusive culture is an ongoing journey, and we’re deeply committed to consistently evolving.