Indianapolis, IN Office
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Equitable Advisors
Institution
Firm-wide stats for Equitable Advisors
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
Based on Equitable Advisors
Location
Indianapolis IN
Advisors at this office
3
Advisors at this office
Matthew J
Series 66
Indianapolis, IN
Equitable Advisors
Matthew Johnson is a Series 66-credentialed financial advisor with Equitable Advisors in Indianapolis, IN, and has three years of industry experience. His prior roles include positions at Home Depot, Indiana University, Ivy Tech Community College, and several other organizations. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.
Jason N
Series 66
Indianapolis, IN
Equitable Advisors
Jason Nortell is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Hoosier Lottery and United Parcel Service. Nortell is based in Indianapolis, IN. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of advisory models and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.
Charles W
Series 63, Series 66
Indianapolis, IN
Equitable Advisors
Charles Williams Jr. is a financial advisor with Equitable Advisors in Indianapolis, Indiana. He holds the Series 63 and Series 66 designations and has 34 years of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services and Axa Advisors. Williams serves as Membership Committee Chair for The Antelope Club in Indianapolis. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to offer a range of investment solutions tailored to client needs.
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