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EQUITABLE ADVISORS, LLC
CRD 6627 · SEC 801-14065
1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105, United States
Phone
212-314-4600
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$42.48B
Discretionary AUM
$21.10B
Team
5674 total employees; 4664 advisory reps; 171648 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38280 | $9.18B |
| High net worth individuals | 33710 | $31.92B |
| Pension/profit sharing plans | 455 | $498.8M |
| Charitable organizations | 196 | $257.3M |
| Corporations/business entities | 370 | $633.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD