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