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.

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Serve your clients

Integrated technology and support help you manage your practice efficiently, improving your clients’ experience—and your own.

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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.

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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.

top 10 in client assets among IBDs
*Investment News IBD Survey, 2021
**As of 12/21/22
$150bn+ total client assets
$72 bn+ in advisory and BD assets *
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Experienced financial advisors

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Equitable Advisors insights and news

advisor hub magazine cover - how equitable advisors unique model is reshaping the industry
How Equitable Advisors' unique model is reshaping the industry

September 21, 2023

With supported independence, advisors are finding just what they need, with flexibility and support in so many ways. Hear from our Chairman, David Karr, and President of Advice and Wealth Management, Jim Mellin, in this AdvisorHub article.

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Equitable Advisors hires four advisors with combined $360M AUM
Equitable Advisors hires four advisors with combined $360M AUM

August 17, 2023

Equitable Advisors recruited four financial advisors with over $360 million in combined AUM. Its wealth management segment has $80.4 billion in assets under administration and approximately 4,100 financial professionals nationwide.

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Advisor Talk with Frank LaRosa Elite Consulting Partners: Supported independence success with David Karr Chairman Equitable Advisors
Advisor Talk Podcast: Supported independence success with David Karr

July 24, 2023

Elite Consulting Partners CEO Frank LaRosa is joined by David Karr, Chairman of Equitable Advisors, for a dynamic conversation that pertains to every financial professional in the industry considering a supported independence model.

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Advisor Hub - The Tony Sirianni Podcast
The Tony Sirianni Podcast: Building a Supported Independence Approach

June 1, 2023

AdvisorHub’s CEO, Tony Sirianni talks with David Karr. The two discuss how advisors engaged more deeply with their clients during the financial crisis, how technology has become a priority for advisors, and having an advisor first mentality.

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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.

Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY, NY) and Equitable Financial Life Insurance Company of America, (Equitable America), an AZ stock company.   Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN).  Financial Professionals are contracted with Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN) and Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.)  Equal opportunity Employer – M/F/D/V.  “Advisor” is used generally to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisors, respectively.
GE-6107307.1 (11/2023) (Exp. 11/2025)