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.
*FA's 2024 IBD
Ranking as of 12/2024
Reporting as of 12/31/2024
Experienced financial advisors
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Equitable Advisors insights and news
Equitable Advisors welcomes Shebna, an experienced financial advisor from JP Morgan
March 27, 2025
We are pleased to welcome Shebna Olsen-Shillibeer to Equitable Advisors from JP Morgan where she managed $180 million in assets under advisement and has over three decades of experience. She is joining us for the flexibility to manage her practice, the support of a well-established firm and our supported independence model.
Cindy Price and Bill Degnan converse in the second Barron’s podcast series
February 20, 2025
Our two financial advisors engage in a discussion about the opportunities offered by Equitable Advisors. They highlight the distinctive supported independence model, prospects for holistic planning, and innovative technology—all crucial elements in sustaining our financial advisors. These foundational pillars are designed to optimally support advisors and enhance client service.
Equitable Advisors hires new Head of Business Development
February 4th, 2025
Sean George has over 25 years of industry experience, Sean will lead our recruiting strategy for experienced advisors across the nation. His focus will be on building a robust platform that supports advisor success through practice acquisitions and succession planning. Sean's impressive background includes leadership roles at Ameriprise Financial, Prudential Financial, and MetLife.
David Karr’s Q&A with Financial Planning on Business Continuity
January 27, 2025
Chairman of Equitable Advisors, David Karr, discusses the dual challenges financial advisors face: the need for growth and limited time. In a Q&A with Financial Planning, he highlights business continuity, adapting to client needs, succession planning, and essential skills for advisors to ensure sustainable growth and relevance.
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.