Wichita, KS E. 21st St. Office

Team
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Equitable Advisors

Institution

Firm-wide stats for Equitable Advisors

Total advisors

4,706

Across 976 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

7309 E. 21st St., Suite 120

Wichita KS 67206

Advisors at this office

5

Advisors at this office

user avatar

Grant A

Series 63, Series 65

Wichita, KS

Equitable Advisors

Grant Ash is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Equitable Advisors, Ash worked at Goolsby's and held positions at Kansas State University and Neosho County Community College. He was also involved in a business named Ash's to Ashes. 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 advisory programs and works with third-party asset managers and LPL-sponsored advisory platforms to tailor solutions based on clients’ risk tolerance and needs.

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

Douglas S

Series 63, Series 65

Wichita, KS

Equitable Advisors

Douglas Shoopman is a financial advisor with Equitable Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles outside financial services, such as positions at Menards, Gateway Wireless, and Benedictine College. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as institutional clients, providing financial planning, retirement plan consulting, and various 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
user avatar

Jacob S

Series 66

Wichita, KS

Equitable Advisors

Jacob Schwartz is a financial advisor at Equitable Advisors in Wichita, KS, holding a Series 66 credential. He has one year of advisory experience and previously worked at Strategic Resources Inc., Magellan Health, Verizon, and served 11 years in the Kansas Air National Guard. He also operates Schwartz Trading LLC, an independent business activity. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and LPL-sponsored 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
user avatar

Matthew O

Series 66

Wichita, KS

Equitable Advisors

Matthew O'Malley is a financial advisor with Equitable Advisors in Wichita, KS, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Textron Aviation and has experience in various roles including at the University of Kansas and Angelo's Italian. Equitable Advisors serves individual clients across the wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs utilizing a range of third-party and proprietary 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

Nallely H

Series 66

Wichita, KS

Equitable Advisors

Nallely Hinojos is a financial advisor at Equitable Advisors in Wichita, KS, holding a Series 66 designation with one year of industry experience. Her background includes diverse roles across several small businesses and educational institutions, alongside her advisory work. Outside of finance, she is involved with Sabores Hinojos and King D's Detailing. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm offers client solutions through a network of representatives and third-party managers, focusing on personalized advice integrated with various investment programs and 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
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