Equitable Advisors, LLC

Broker-DealerFINRA MemberEst. 1978

Total AUM

$42.5B

Discretionary

$21.1B

50% of AUM

Accounts

94,626

Employees

5,674

Advisory reps

5,413

Brokerage reps

5,656

Firm details

Headquarters: New York, New York
CRD number: 6627
Registered since: September 22, 1978
Website: equitable.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.13%
Individuals21.6%
Corporations / Businesses1.49%
Pension & Profit Sharing Plans1.17%
Charitable Organizations0.61%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Equitable Advisors, LLC operates as an insurance broker-dealer that serves both individual and family clients as well as institutional customers. The firm provides a mix of advisory and broker-dealer services, with advisory activities that include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, selection of other advisers, and educational seminars. Its revenue and engagement models include percentage-of-AUM fees, hourly charges, and fixed fees. The firm is not flagged as an active ESG investor. Equitable Advisors maintains industry ties beyond traditional broker-dealer services; filings identify affiliations consistent with other investment adviser roles, commodity pool/CTA activity, insurance company connections, and sponsor or managing member roles for pooled investment vehicles. The firm is not structured as a direct capital allocator; instead, it relies on third-party investment managers and a broad product menu to implement client solutions.