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
Nick Lane tasked with helping Equitable hit its wealth management goals
March 1, 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.
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.
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.
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.
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.
