Scale up your financial advisory business

We make it easy to expand your business as a financial advisor

For financial advisors who want the freedom and flexibility to scale up their practice and elevate their clients’ experience, we offer supported independence. Layers of local and national support reduce the hassle and cost of running an expanding business and make it easier for you to scale up your practice.

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Your local team gives you on-the-ground support

Scale up your practice and expand your personal development

Your Market Leader works closely with you to plan your business growth, serve as a trusted sounding board and connect you to resources.

They can offer guidance as an independent financial advisor who’s been successful at scaling up a practice
Whether it’s entering new markets, teaming, business growth, succession or personal development opportunities, they are your link to the wider Equitable Advisors ecosystem

Focus on your clients and your business growth

Your Local Team includes dedicated experts and operational support to help you scale up by using technology, marketing, and compliance resources.

Save time with vetted and packaged digital tools, recommended by a specialist
Collaborate with our in-house marketing team to develop strategic marketing plans to fit your needs and expand your business opportunities

Our national infrastructure makes it easy to expand your business

Equitable Advisors’ National Infrastructure includes in-house specialists who can provide support on topics like advanced markets and tax strategies, business growth, real estate, succession planning and onboarding.

Collaborate with tax, wealth transfer, and advanced markets experts who specialize in sophisticated case design to help you scale up your practice with actionable strategies.
Take advantage of opportunities to expand your business and enter new markets, such as connecting with other top advisors and participating in professional development through our partnership with Columbia University.
Access real estate in 80 Equitable Advisors offices nationwide, or individual or team office spaces for one-off client meetings or as a permanent working space.

Plan for a future of business growth and expansion

Whether you’re joining a team with established financial advisor(s), aspire to build a team of your own, or are planning to bring your current team onboard, you can add new members from the Equitable Advisors pool of new advisors to scale up your practice quickly.