Houston, TX Southwest Fwy Office

Team
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Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,715

Across 977 offices

Clients per advisor

16 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.

Based on Equitable Advisors

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

Based on Equitable Advisors

Occupation focus

Founder/Business Owner Retired Executive

Based on Equitable Advisors

Demographic focus

Approaching retirement Sandwich Generation

Based on Equitable Advisors

Location

3200 Southwest Fwy, #1800

Houston TX 77027

Advisors at this office

39

Advisors at this office

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Yiller A

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.

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 Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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George H

Series 63, Series 65

Houston, TX

Equitable Advisors

George Hawkins is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Hawkins serves on several boards and committees for Legacy Community Health, including the Endowment Board and Finance Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and a diverse set of investment options without sponsoring its own wrap fee program.

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 Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Brian K

Series 63, Series 65

Houston, TX

Equitable Advisors

Brian Kelly is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Equitable Advisors since 2013, including its predecessor Axa Advisors. Outside of his advisory role, he performs as a singer in an acoustic band and serves as secretary on the Houston Sigma Chi Alumni Chapter board. Equitable Advisors provides financial planning, retirement plan consulting, and asset management to individuals, plans, corporations, and charitable organizations. The firm utilizes various advisory models, including third-party programs and discretionary management, and offers products such as mutual funds, ETFs, and alternative investments, serving a wide range of clients from non-high-net-worth individuals to institutions.

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 Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Robbie S

Series 66

Houston, TX

Equitable Advisors

Robbie Sitka is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors, he worked for Humble Independent School District for 11 years. Outside of advisory work, he teaches music lessons as an independent contractor. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, with many advisory models implemented by third-party sponsors and approved advisory programs.

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 Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Owen D

Series 63, Series 66

Houston, TX

Equitable Advisors

Owen Drymond is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Voya Financial and Ameriprise, spanning over a decade before joining Equitable Advisors in 2020. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing both proprietary and third-party model portfolios and advisory programs.

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 Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Stephen J

Series 66

Houston, TX

Equitable Advisors

Stephen Jones is a financial advisor with Equitable Advisors in Houston, TX. He holds a Series 66 designation and has 18 years of industry experience, including prior work at AXA Advisors, LLC. His outside business activities include various insurance and brokerage contracts. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of third-party and firm-sponsored advisory solutions.

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 Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Mark G

Series 66

Houston, TX

Equitable Advisors

Mark Grisdale is a Series 66-credentialed advisor with Equitable Advisors in Houston, TX. He has prior work experience with Katy Independent School District and Trek Bicycle. Equitable Advisors serves individuals and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and provides ERISA fiduciary services to qualified plans.

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 Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Molly W

Series 63, Series 65

Houston, TX

Equitable Advisors

Molly Ward is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Ward serves on the board of Lone Oak Trust Company and is an investment committee member for the St. Luke's United Methodist Church Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs through a network of representatives and third-party managers, focusing on personalized risk assessment and fiduciary services for qualified plans.

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 Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Richard W

Series 66

Houston, TX

Equitable Advisors

Richard White is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is a member of the Rotary Club of Katy and serves as executor and trustee for his spouse’s estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

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 Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Jose S

Series 66

Houston, TX

Equitable Advisors

Jose Salgado is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to his current role, he was associated with Molly Ward and Tate Lowe and has experience with organizations including Yes Prep and MEMCO. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs for investment implementation.

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 Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Carson S

Series 66

Houston, TX

Equitable Advisors

Carson Smith is a financial advisor with Equitable Advisors based in Houston, TX. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to this, he held roles including a student assistant position at the Mark & Paula Hurd Welcome Center. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a model-driven approach that includes third-party asset managers and discretionary portfolio advisors, offering a broad range of investment options and ERISA fiduciary services.

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 Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Austin W

Series 63, Series 65

Houston, TX

Equitable Advisors

Austin Webb is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Equitable Advisors since 2016, including its predecessor Axa Advisors, and is involved in various outside insurance activities. Equitable Advisors serves a range of clients, from individuals to institutions, providing financial planning, retirement consulting, and asset management programs. The firm uses a combination of in-house and third-party advisory models, focusing on personalized client information and risk assessment without sponsoring its own wrap fee program.

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 Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Perrin L

Series 66

Houston, TX

Equitable Advisors

Perrin Langlois is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as an executor and trustee of a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of programs delivered through Investment Adviser Representatives and third-party asset managers, focusing on aligning client risk tolerance with appropriate investment models.

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 Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Ross W

Series 66

Houston, TX

Equitable Advisors

Ross Weidner is a financial advisor with Equitable Advisors in Houston, TX. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he attended Texas A&M University and worked briefly at The Home Depot. Equitable Advisors serves individual clients across the wealth spectrum, as well as pension plans, corporations, and nonprofits. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory platforms in its client solutions.

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 Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Adil B

Series 63, Series 65

Houston, TX

Equitable Advisors

Adil Berrada is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and four years of industry experience. He has been with Equitable Advisors since 2022. Outside of his advisory role, he serves as Treasurer on the volunteer Board of Directors for the Houston Interpreters & Translators Association and operates a language interpretation and translation business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs through Investment Adviser Representatives and referrals to third-party asset managers, focusing on personalized risk assessment and tailored investment solutions.

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 Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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