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EQUITA FINANCIAL NETWORK, INC.

FORT WASHINGTON, PA · CRD 277031 · IAPD ↗ · 800.604.0176

$391.0MRegulatory AUM
15Advisory reps
19Employees
68Clients
251-500Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — EQUITA FINANCIAL NETWORK, INC. notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2026 — EQUITA FINANCIAL NETWORK, INC. added office(s): 17 -> 18 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2026 — EQUITA FINANCIAL NETWORK, INC. notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — EQUITA FINANCIAL NETWORK, INC. notice-filed in NC, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — EQUITA FINANCIAL NETWORK, INC. added office(s): 14 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — EQUITA FINANCIAL NETWORK, INC. reported RAUM up 46% ($283.1M -> $412.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2025 — EQUITA FINANCIAL NETWORK, INC. grew from 13 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
January 2025 — EQUITA FINANCIAL NETWORK, INC. added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
October 2024 — EQUITA FINANCIAL NETWORK, INC. notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
September 2024 — EQUITA FINANCIAL NETWORK, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — EQUITA FINANCIAL NETWORK, INC. added office(s): 1 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
September 2024 — EQUITA FINANCIAL NETWORK, INC. grew from 8 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
July 2024 — EQUITA FINANCIAL NETWORK, INC. notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
June 2024 — EQUITA FINANCIAL NETWORK, INC. notice-filed in CO, NM, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — EQUITA FINANCIAL NETWORK, INC. notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — EQUITA FINANCIAL NETWORK, INC. reported RAUM up 87% ($151.5M -> $283.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — EQUITA FINANCIAL NETWORK, INC. notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.