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EQUITABLE ADVISORS, LLC

NEW YORK, NY · CRD 6627 · IAPD ↗ · 212-314-4600

$47.26BRegulatory AUM
4664Advisory reps
5674Employees
171648Clients
251-500Planning clients
0Private funds
52States
58Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — EQUITABLE ADVISORS, LLC grew from 4272 to 4664 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2025 — EQUITABLE ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2025 — EQUITABLE ADVISORS, LLC grew from 3955 to 4272 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — EQUITABLE ADVISORS, LLC grew from 3678 to 3955 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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