New York, NY West Broadway Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Equita Financial Network, Inc.
Team
Firm-wide stats for Equita Financial Network, Inc.
About
Equita Financial Network, Inc. is an SEC‑registered advisory firm that serves individual and high‑net‑worth clients with comprehensive financial planning, investment management, and ongoing financial consulting services. The firm reports $390,965,587 in discretionary assets under management and operates with 15 advisors serving about 434 clients across 18 offices.
The firm’s investment approach emphasizes market efficiency and strategic asset allocation, and it builds client‑specific investment policy statements to guide portfolio construction and risk tolerance. Equita provides discretionary management, may engage sub‑advisers, and uses the Schwab Managed Account Marketplace to select managers while allowing clients to impose reasonable investment restrictions.
Equita’s network model is a notable feature: investment adviser representatives operate under their own legal DBAs while delivering services through Equita, and the firm also provides paraplanning support and a “Community Membership” program (online community, webinars, mastermind groups) to unaffiliated advisers. The firm offers retainer‑based ongoing consulting, partners with a third‑party tax services provider (Ontrail/Uprise) for select clients, and discloses the ability to hire or terminate sub‑advisers without prior client consent.
Based on Equita Financial Network, Inc.
Expertise
Based on Equita Financial Network, Inc.
Location
379 West Broadway, Suite 424
New York NY 10012
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")