Equitable Advisors, LLC

Assets Under Management

$34.7B

Number of Clients

65,561

Number of Advisors

4071

Average Client AUM

$529K

AUM per Advisor

$8.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Equitable Advisors offers financial planning and asset management services. Financial planning includes goal-focused planning, insurance needs, asset allocation, retirement, education, and estate planning. Asset management includes referrals to third-party asset managers (TAMPs) and LPL programs. They also offer retirement plan consulting services to plan sponsors.

Fee Structure

Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
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Location

1345 Avenue of the Americas, New York, NY, 10105

4071 Advisors at this firm

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