Equitable Advisors

Updated today

Find your advisor

Client AUMClient assets under management

$45,673,055,141

Clients

74,960

Advisors

4,687

across 972 offices

Clients per advisor

Very Low

Avg AUM per client

$609,299

High

HNW client ratio

47%

Very High

About

Equitable Advisors advises individuals (including non‑HNW and high‑net‑worth clients), pension and profit‑sharing plans, corporations, charitable organizations and other institutional clients, offering financial planning, retirement plan consulting, and a range of asset‑management programs. Its services are delivered through a network of Investment Adviser Representatives (IARs) and include firm‑offered programs (notably the SAM program) as well as referrals to third‑party asset managers and LPL‑sponsored advisory programs.

The firm’s client work is built around gathering personal and plan information, assessing risk tolerance, and matching clients to program models or discretionary managers; many advisory models are implemented by third‑party TAMPs or LPL (OMP, MWP, PWP, Manager Select) while certain IARs act as portfolio advisors within SAM and, with client consent, may exercise discretion. Equitable’s advice and implementation tools cover mutual funds (including affiliate 1290 Funds and AllianceBernstein funds), ETFs, separately managed accounts, and select alternative investments such as non‑traded REITs and BDCs, and it provides ERISA fiduciary services to qualified plans through credentialed IARs.

Noteworthy distinctions for this firm include that it does not sponsor its own wrap fee program and does not advertise hypothetical performance, instead relying on third‑party program sponsors and endorsed TAMPs for most wrap‑style and model delivery. Its affiliation with a publicly traded parent, the announced merger of equals with Corebridge, and integration with affiliated asset managers and an insurance distribution affiliate affect its product availability and referral arrangements, which can result in the firm recommending both proprietary and third‑party solutions.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance

Occupation focus

Founder/Business Owner Retired Executive

Demographic focus

Approaching retirement Sandwich Generation

Fee options

Fixed

Financial planning fixed fees range from $250 to $25,000.

Percentage

$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable

Commissions

Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.

Main office

See office

1345 Avenue of the Americas, 3rd Fl

New York NY 10105

Advisors at this office

Offices (972)

Denovo Advisory Group

3410 Newton Street, Jasper, IN 47546

1 advisor

New York, NY 1290 Avenue of the Americas

1290 Avenue of the Americas 4th Fl, New York, NY 10104

300 advisors

Melville, NY North Service Road

395 North Service Road Suite 206, Melville, NY 11747

164 advisors

Bala Cynwyd, PA Belmont Avenue

1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004

161 advisors

Williamsville, NY Essjay Road

350 Essjay Road Suite 300, Williamsville, NY 14221

105 advisors

See all

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Also doing business as

"Build It" Retirement · #Ladylifeplan# · 1804 Financial Group · 3 Cfinancial · 313 Capital Advisors, LLC · 345 Wealth Management LLC · 360 Financial Management Group · 360 Planning Partners, LLC · 422 Financial · 75 Strong Financial Group · A Verrelli And Associates · A.P. Lubrano & Company, Inc. · Advanced Benefit Design Group, Inc. · Advanced Wealth Strategies · Aeternum Capital · All Seasons Capital & Advisory · Allam Financial Services Group, Inc. · Allison Financial Group, Inc. · Alpha Omega Financial, LLC · Alpha Phoenix · Anastasia & Associates Wealth Management Solutions · Anderson Financial · Angle Lau Wealth Management · Anthem Wealth, LLC · Apollo Group · Arb Wealth Management · Arc Wealth Management · Arden Financial Group · Arden Wealth Partners, LLC · Ascend Planning & Consulting, LLC · Ascendancy Financial Group · Ascent Financial Group · Aspire Financial Group · Aspire Wealth Management · Aston Capital Group · At Aspen LLC · Atlas Advisor Group · Atlas Financial Group · Attorneys Capital Management · Aura Wealth Partners · Avon Financial Group · Axio Capital Advisors, LLC · Ayouch And Mantle Financial Group · B&P Retirement Solutions · Babcock Wealth Management · Bala Financial Strategies · Barrett Financial Solutions · Bay Area Private Wealth Group · Beacon Wealth Partners · Beebe Financial Soltions · Belus Wealth, LLC · Bernier Financial Services · Best Financial Services · Better World Financial · Bl Financial Group · Blu Star Strategic Advisors · Blue Cove Capital · Blue Ridge Financial Partners · Blueprint Financial Solutions · Bluewater Wealth Strategies · Bmk Wealth Management LLC · Boddy & Associates · Bollinger Advisors · Bosch Financial, Inc. · Bowman Wealth Defense Services · Brems Wealth Management · Bright Harbor Wealth Management LLC · Campus Wealth Management · Canopy Financial Group · Capital Financial Group · Capital Management Group Of New York · Capital Strategies · Capitalwise Wealth Management, LLC · Cascade Wealth Strategies, LLC · Cbg Wealth Management · Cedar And Sage Financial · Century Financial Strategies · Christe Financial Services · City Benefits Group · Cj Capital Insurance And Financial Services · Clark & Anderson Financial Services, LLC · Cleargrove Wealth Partners · Clergy Planning Group · Client First Financial · Coastal Wealth Management And Insurance Services · Community Financial Advisors · Community Financial Group · Comprehensive Financial Strategies · Cornerstone Financial Services · Cornerstone Financial, Llp · Cornerstone Planning Group, LLC · Cornerstone Wealth Management · Cosentino Financial Group, Ltd · Country Values Financial · Cove Financial, LLC · Covenant Advisory Group · Covenant Capital Group · Cowie Mcgraw & Lesney Financial Group · Crist And Fredette Financial · Crownstone Wealth Partners · Cs Premier Financial · Cube Financial Partners, LLC · Cypress Financial Consultants, LLC · D3 Financial Services · Dabyn Wealth Strategies · Dailey Financial Group · Daniel M. Holdt, Inc. · David Schmidt Pension, Insurance & Financial Services · Dayton & Sydney Wealth Strategies Group, LLC · Dean J. Rosko And Associates · Denovo Advisory Group · Denovo Medical Associates · Dergalis Associates · Diapoules, Feinstein And Kaplan Financial Group · Diligence Financial Group · Divorce Financial Partners · Downs Fischer Financial · Drake, Drake And Associates · Dream Retirement Strategies, Inc · Driftless Financial Group · Driscoll Wealth Management LLC · Duncan Wealth Management · Dvm Financial Strategies · Eagle Point Wealth Strategies · Eaglebridge Wealth Management · Ecp Design & Service Group, Ltd · Educated Wealth Strategies · Egoli Wealth Advisors, LLC · Elevate Financial Group · Emergy Group · Emmaus Financial Group · Empire Wealth Solutions LLC · Empowerment Wealth Strategies · Endurance Wealth Services · Enterprise Strategies Group · Envision Strategic Financial, LLC · Equinox Financial Partners, LLC · Equity Wealth Solutions Group · Eshelman & Associates · Eshelman Financial · Essential Wealth Strategies, LLC · Evergreen Wealth Strategies, LLC · Eversteady Wealth Management · Evolution Advisors · Evolving Wealth Financial · Executive Benefits Financial Group · Exodus Wealth Management Group (Exodus Wmg) · Expect Financial Services · Falcon Financial Group, LLC · Family Focused Financial, LLC · Family Legacy Wealth Solutions · Family Tree Financial Strategies · Faxio Private Wealth · Fidelis Private Planning · Fidelis Wealth Strategies, LLC · Fidir Financial Group · Financial Compass Group, LLC · Financial Designs Wealth Strategies · Financial Foundations · Financial Health Group · First Choice Advisors, LLC · Firstrust Financial Resources · Fit Wealth Advisor · Flodder Financial Group · Flodder Financial Group LLC · Fortress Wealth Advisory · Foundation Planning Group · Four Oaks Wealth Strategies · Fourfront Group · Franklin Group Financial Services · Franzen Wealth Strategies LLC · Freedom Financial Partners, LLC · Front Range Financial Partners · G Financial Group · G3 Wealth Partners · Gabel Financial Services · Gambone Financial Group · Gbs · Gem Wealth · Geoffrion Wealth Ltd. · George Financial Inc. · Giardina Capital Management · Glovick Financial Group · Goal Point Strategies · Goldman Financial · Gotham Wealth Advisory · Gps Wealth Advisors · Green Pinnacles Wealth Management · Grey Duck Wealth Management · Griggs And Griggs · Guardrail Financial · Guardrail Financial And Insurance Services · Hamad/Kim Financial, LLC · Harbortown Financial Group · Hardisty Financial & Insurance Services · Harvest Future Financial · Harvest Wealth Advisors, LLC · Harvey Capital Group · Harveylenvin Capital · Hawkins Laakso Wealth Management · Haywood & Associates, Inc. · Hazard Financial Services · Hcw Retirement & Financial Services · Hegde Walker Emans Financial Legacy Group · Henderson Financial · Henderson Financial & Insurance Services · Heritage Financial Group · High Bluff Capital Management · Highland Financial Group · Highpath Advisors · Hmd Wealth Management Inc. · Holistic Fps · Horizon Wealth Management · Howell Financial LLC · Huffman & Ross Wealth Management · Hulbert Financial Group · Huron Financial Group · Illuminate Financial Group, LLC · Impact Wealth Management · Infinity Strategic Partners, LLC · Infinity Wealth Management · Insight Investment Insurance · Integrated Capital Management Group · Integrated Financial Strategies, Inc. · Integrity Financial Group LLC · Integrity Wealth Strategies · Intuitive Planning Group · Ironbound Wealth Management Group · Jem Wealth Management · Jennings Wealth Management · Jms Wealth Management, LLC · Jones & Roberts Financial · Kaizen Financial Planning And Insurance Solutions, Inc. · Karman And Associates, Ltd · Karr Barth Associates · Karr Barth Associates, Private Client Group Advisors · Ketner Financial Group · Keystone Wealth Management · Killelea Financial Services · King's Legacy Financial · Kingsbridge Financial Group, Inc. · Klara Financial Strategy · Klazmer Financial Group · Kpcg Kennedy Private Client Group · Kurtz And Associates · Kurtz Financial, LLC · L3 P Wealth Solutions · Lake Financial Group · Lake Wealth Management · Lakeside Financial Partners · Latshaw Wealth Management · Lawson Hatch Financial Services · Leanne With The Plan · Lederach Financial, LLC · Legacy Strategies Group, LLC · Legacy Wealth Management · Legacy Wealth Management Strategies · Legacy Wealth Strategies · Legado Financial Group, LLC · Legion Financial · Lemnis Capital · Licentia Financial · Life Loyal Advisors · Life Time Financial Services · Lifecapital Partners · Lifecircle · Lifeprint Planning · Lifetime Retirement Strategies Group, LLC · Lifetime Wealth Strategies · Litton Financial · Lockstep Wealth Management · Lonergan Advisors, LLC · Loper Financial · Lovelace Financial Group · Lq Financial LLC · Lucas Staub And Associates Wealth Management Group · Lv Wealth Management · M&H Wealth Management · Madaket Partners · Magis Wealth Advisors · Mahtani Financial · Mainstreet Financial Services · Mapstone Veritas Financial Group · Master Street Wealth Management, LLC · Masters Advisory Partners · Mastio Financial Resources · Matauro, LLC · Matz Wealth Management, Inc · Mcc Financial LLC · Mckinnon And Associates Private Wealth Services · Mdj Financial Services Inc · Mds Wealth Management · Medical Professional Advisory Group · Miami Valley Financial Services · Michael Bautista, Cfp · Michael J. Limas & Associates · Millson/Walker Financial Group, Ltd. · Mjm Financial Partners · Mk Financial Solutions, LLC · Modern Planning Group, LLC · Monarch Financial Associates · Moore Wealth Strategies, LLC · Moreno Capital Management · Morrison Capital · Mosaic Capital Group · Murdock Financial · Net Worth Management Group · New Canaan Group, LLC · New Penn Wealth Management LLC · Nexstep Financial Group, LLC · Next Level Planning · Nigro Wealth Management · Noble Financial · North Pointe Financial Group · Northgate Financial Services, Inc. · Northlight Wealth Partners · Oak Capital Management, LLC · Oak Financial Partners · Oakbridge Financial Group, LLC · Oakmont Financial LLC · Ohana Wealth Legacy · Okuma Capital Management · Olsen Shilibeer Wealth Management · Optimal Planning Partners, Inc · Optimus Financial · Pace Financial Partners, LLC · Pacific Coast Wealth Strategies · Paddock Wealth Management · Panning Wealth, LLC · Panorama Institutional Solutions · Paradigm 2020 Financial Strategies Group LLC · Paradigm Wealth Management · Paradis Wealth, Inc. · Paramount Advisors Group · Paramount Financial Partners, LLC · Partners In Planning, LLC · Peach State Advisors · Penn Advisors Financial Resources · Perennial Wealth Management · Periscope Wealth Management · Periscope Wealth Partners · Perpetua Wealth Management · Perpetua Wealth Management LLC · Phoenix Private Wealth · Physician Planning Associates · Pillar Group · Pinnacle Family Wealth · Plan For Tomorrow · Plan Your Virginia Retirement, LLC · Plutus Financial Partners · Point North Financial · Poirier Associates, LLC · Pollack Financial Group · Precision Private Wealth · Premier Capital Management Group · Premier Client Group, LLC · Premier Consulting Partners LLC · Premier Financial Resources · Premier Heritage · Prestige Financial Group · Prestige Wealth Strategies · Price Financial Services · Principatus Wealth · Prism Wealth Strategies · Private Client Group · Private Wealth Group · Private Wealth Partners LLC · Private Wealth Strategies Group · Progressive Wealth Group · Promed Advisors LLC · Propositum Wealth Management · Provident Financial · Q6 Advisors, Inc. · Quantum Financial Group · Quantum Financial Solutions · Quantum Wealth · R.I.C.H. Planning Group, LLC · Raistone Wealth Partners, LLC · Rancho Wealth Management · Reese Wealth Management · Reflection Financial Strategies, LLC · Retire Hawaii · Retirement Income Planning, LLC · Retirement Path Advisors · Rittenberg Associates · River Run Wealth Advisors · Robert P. Ketola & Associates, Inc. · Roc Financial Services · Rockbridge Financial · Roman, Roman & Associates, LLC · Ronny Liu Insurance And Financial Services · Rosenzweig & Associates · Ross Wealth Strategies · Roundtree Financial · Royal Financial Partners · Royal Wealth Planners · Rubin Goldman And Associates · Rwc Financial Group · Sara Wealth Management, LLC · Schappell Financial Group · Schwartz Financial Associates Of Firstrust Financial Resources · Scm Advisors · Scott J Greenberg Private Wealth Management · Seebeck Associates · Sentry Wealth Group · Sequoia Financial Group · Shuster Financial Group, LLC · Signature Group · Signature Wealth Concepts, LLC · Signature Wealth Partners · Signity Financial · Singletary Financial Group · Smartset2 · Smokey Thomas Financial · Song View Financial · Sound Partners · Sound Private Wealth · Southard General Group Inc. · Southern Wealth Management · Southwest Wealth Strategies, LLC · Special Needs Financial Services · Specialized Strategies Group · Star Advisors · Star City Private Wealth · Stellar Financial Services · Stepping Stones Financial · Sterling Wealth Management, LLC · Stewart Financial Group · Stofan Agazzi Investments LLC · Stonebridge Financial Group · Stonebridge Wealth Strategies · Stonegate Financial Partners · Strategic Direction · Strategiq Partners Wealth Group · Stratus Advisors · Sullivan & Associates · Summit Wealth Group · Summit Wealth Partners · Surgeons Capital Management · Synergy Wealth Management · T. M. Carey & Associates · Tack Advisors · Taylor Financial Strategies · Tenuta Wealth Management · Terra Firma Wealth Management LLC · Tfg Private Wealth Management · The Artemis Organization · The Bailey Group · The Blackoak Group, LLC · The Connecticut Group · The Debart Group Inc. · The Dellavecchia Group, LLC · The Dmg Group · The Emergy Group · The Falcon Financial Group, LLC · The Financial Depot, LLC. · The Hawkins Laakso Group · The Im Group Capital LLC · The Jeter Company · The Langus Group · The Law Enforcement Group · The Manchester Group Of Firstrust Financial Resource · The Milestone Group · The Philadelphia Wealth Managment Co. · The Prism Group Of North Florida, Inc. · The Rockland Group Wealth Management, LLC · The Signature Group · The Snow Retirement Group · The Summit Group · The Wealth Advisor Group · The Wealth Collective LLC · Titan Financial Group, LLC · Tjm Integrated Wealth Management, LLC · Tourbillon Group · Tps Financial · Trailhead Capital Management Group LLC · Trident Wealth Management · Trinity Wealth Advisors · Triplecrown Wealth Management, LLC · Turning Leaf Financial · Tyler Fields Financial · Tyrbrook Financial · Unitas Wealth Management · V.L.F. Hudson · Vanek Capital Management · Vantage Financial Group · Vaughan Wealth Management · Vazquez Wealth Management, LLC · Vertex Financial Strategies · Vista Wealth Partners · Vita Financial Group · Voyageur Financial Group, LLC · W. H. Black & Company · W.I.T. Capital Management, LLC · Washington Park Financial Group · Watermark Capital Management · Waypoint Financial Partners, LLC · Wealth Bridge Financial Partners · Wealth Financial Compass · Wealth Management Strategies · Wealth Management Strategies Of Central Florida · Wealth Management Strategies Of Florida, LLC · Wealth Strategy Partners · Wealth Tree Financial · Wealthbridge Financial Partners · Wealthbridge Legacy Partners · Weeks Financial Group · Well Lived Wealth, LLC · Wells, Roselieb & Raia Wealth Management, LLC · Whidbey Wealth Management · White Tree Financial · William S. Poole Financial Services · Windsor Harbor Financial · Wisdom Wealth Management · Women Wealth & Wisdom · Woodbury Wealth Management · Your Wealth Partners · Zeigler Financial · Zeller Kern Wealth Advisors · Zeplowitz Group · Zeutenhorst Financial, Inc.

Disclosures

Felony convictions

Investment-related misdemeanors

Investment-law violations

Authorization suspended

False statement or omission

View

Investment regulation violation

View

Caused license restriction

Regulatory order

View

License denied

View

Current proceeding

View

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Series 66

Houston, TX

Equitable Advisors

Yiller Auyon is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Yiller held various roles outside the financial sector, including positions at J.Crew and First Financial Group of America. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

See all

View complete list of advisors at this firm

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support