A complete list of active advisors currently associated with Equity Advisors, LLC

Warmer can help you find a great advisor at Equity Advisors, LLC or one who fits your needs even better.

Equity Advisors, LLC is a team-registered investment adviser that serves primarily individual and high‑net‑worth clients — including their trusts, estates, retirement accounts — as well as select corporations and business entities. The firm provides discretionary portfolio management, access to AE Wealth model portfolios and third‑party money managers, and offers standalone consulting engagements. Portfolio construction is individualized based on each client’s financial situation, risk tolerance and the management style of the adviser, employing fundamental, cyclical and technical analysis and charting to select mutual funds, ETFs, equities, fixed income and option strategies. Accounts are implemented through in‑house discretionary management, platform model portfolios or referrals to third‑party managers, with periodic rebalancing and the ability for clients to impose reasonable investment restrictions. A distinctive aspect of the firm is its affiliation with Tax Deferral Strategies LLC and Tax Strategies Marketing LLC, entities that provide tax‑deferral education to real estate professionals and accountants and, in certain circumstances, may lead to advisory‑fee waivers for clients who use those services. The brochure discloses related conflicts of interest — including referral arrangements with third‑party managers and insurance appointments held by advisers — which the firm notes and addresses in its disclosures.

To learn more about the advisors currently working at Equity Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.