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Why Choose Equitable Advisors

You're in Control but Not Alone


For most advisors looking to move firms, there are two choices: large firm with a protective layer of resources but less flexibility; or independence, with all the control you want but mountains of paperwork, costs and responsibilities. Then, there is Equitable Advisors — and supported independence.

With Equitable Advisors’ unique supported independence model, advisors get the freedom and flexibility to build their own practice with the benefits of an established firm behind them. With us, you have:

  • The power to serve your clients
  • The support to scale your practice effectively
  • The freedom to work the way you want

To help you envision how you might benefit from supported independence, we’ve included a link to a recent AdvisorHub article, featuring our Chairman, David Karr, and President of Advice and Wealth Management, Jim Mellin — as well as a number of advisors who are thriving with us.

WHY CHOOSE EQUITABLE ADVISORS?<br/>

WHY CHOOSE EQUITABLE ADVISORS?

Equitable Advisors' supported independence model provides you with the structure to deliver an exceptional client experience and to achieve the vision you have for your practice. It also helps reduce the costs of running your practice while offering opportunities to maximize both short- and long-term compensation and equity. Talk to one of our market leaders to learn more.


You're in Control but Not Alone



Compensation designed to maximize your economic value and minimize your costs

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We support your independence, so you can scale your practice and help elevate your clients' experiences

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A team of onboarding specialists to help you transition with confidence

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