Investment adviser · CRD 6627
EQUITABLE ADVISORS, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $47.3B Form ADV · Item 5.F
- Client accounts
- 99,022 Accounts, not individual clients
- Employees
- 5,674 Reported in this filing
- Advisory professionals
- 4,664 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 35,521 | $35,934,064,800 | 76.0% |
| Individuals | 39,439 | $9,738,990,341 | 20.6% |
| Corporations & businesses | 412 | $776,117,909 | 1.6% |
| Retirement plans | 441 | $525,928,581 | 1.1% |
| Charities | 214 | $280,692,293 | 0.6% |
Filing source
Form ADV 2135480 · Sep 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1345 AVENUE OF THE AMERICASNEW YORK, NY, 10105, United States
CRD 6627
Filing source
Form ADV 2135480 · Sep 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.