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Experienced Financial Professionals

Continue growing your practice with supported independence

Our supported independence model means you have the freedom and flexibility to build your practice your way, with all the benefits of an established firm.

Serve your clients

Serve your clients

  • Deliver comprehensive, unbiased advice to clients using our open architecture platform and strong digital integration.
  • Help your clients build plans to meet their needs today and tomorrow with a range of financial, retirement, and life planning products.
Scale your practice

Scale your practice

Our commitment to operational support and technology is designed to reduce the hassle and cost of running a growing business.

  • Access in-house specialists, office space, and advanced development opportunities.
  • Optimize your time with some of the best digital financial planning tools in the industry.
  • Join an inclusive and collaborative team of elite financial advisors and be recognized for your accomplishments.
Choose your path

Choose your path

At Equitable Advisors, you have the freedom and flexibility to run your practice and your brand the way you envision.

  • Join a team of established financial professionals, build a team of your own, or bring your current team with you.
  • Operate under your own brand, leverage the Equitable Professionals brand or combine the two.
Our onboarding specialists work to ensure a seamless transition

Our onboarding specialists work to ensure a seamless transition

  • Our experienced transition team has assisted hundreds of financial professionals successfully transition their practices.
  • Let us handle the heavy lifting so you can focus on your clients.

We know that making a move is a big decision. So we offer support and financial packages designed to make your transition as smooth as possible.

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