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EQUITABLE ADVISORS, LLC
CRD 6627File 801-14065
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$47.26B
Top 10% of cohort (national)
Discretionary AUM
$24.78B
Non-discretionary $22.47B
Clients
76,027
99,022 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
- $47.26B
- Discretionary AUM
- $24.78B
- Non-discretionary AUM
- $22.47B
- Discretionary accounts
- 47,356
- Non-discretionary accounts
- 51,666
- Total accounts
- 99,022
- AUM per client
- $622K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 412 | $776.1M |
| Charitable organizations | 214 | $280.7M |
| High net worth individuals | 35,521 | $35.93B |
| Pension and profit sharing plans | 441 | $525.9M |
| Individuals (other than high net worth individuals) | 39,439 | $9.74B |
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 | Change |
|---|---|---|---|---|
| Oct 1, 2026 | Clients | 73,011 | 76,027 | increased by3,016 |
| Oct 1, 2026 | AUM | $42,484,170,010 | $47,255,793,924 | increased by$4,771,623,914 |
| Oct 1, 2026 | Accounts | 94,626 | 99,022 | increased by4,396 |
| Apr 1, 2026 | Employees | 5,876 | 5,674 | decreased by202 |
| Apr 1, 2026 | Clients | 69,432 | 73,011 | increased by3,579 |
| Apr 1, 2026 | AUM | $38,039,299,080 | $42,484,170,010 | increased by$4,444,870,930 |
| Apr 1, 2026 | Accounts | 89,151 | 94,626 | increased by5,475 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 65,561 | 69,432 | increased by3,871 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $34,656,353,594 | $38,039,299,080 | increased by$3,382,945,486 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 83,633 | 89,151 | increased by5,518 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5,450 | 5,876 | increased by426 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 59,548 | 65,561 | increased by6,013 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $24,116,667,405 | $34,656,353,594 | increased by$10,539,686,189 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 74,518 | 83,633 | increased by9,115 |
| Oct 1, 2022 | Clients | 55,954 | 59,548 | increased by3,594 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EQUITABLE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EQUITABLE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.