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EQUITABLE ADVISORS, LLC
CRD 6627File 801-14065
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$42.48B
Top 10% of cohort (national)
Discretionary AUM
$21.10B
Non-discretionary $21.39B
Clients
73,011
94,626 accounts
Employees
5,674
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 22, 1978
- Principal office
- 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105
- Phone
- 212-314-4600
- Website
- HTTP://EQUITABLEADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $42.48B
- Discretionary AUM
- $21.10B
- Non-discretionary AUM
- $21.39B
- Discretionary accounts
- 42,652
- Non-discretionary accounts
- 51,974
- Total accounts
- 94,626
- AUM per client
- $582K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 370 | $633.2M |
| Charitable organizations | 196 | $257.3M |
| High net worth individuals | 33,710 | $31.92B |
| Pension and profit sharing plans | 455 | $498.8M |
| Individuals (other than high net worth individuals) | 38,280 | $9.18B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11G
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.