SourcingSourcing

HEALTHEQUITY ADVISORS, LLC

C31
CRD 167105·SEC 801-78001·DRAPER, UT
AUM
$1.99B
$1B+
Est. Revenue
$19.9M
@ 1% on AUM
Est. EBITDA
$6.0M
@ 30% margin
Est. Deal Value
$47.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HEALTHEQUITY ADVISORS, LLC
CRD
167105
SEC file #
801-78001
EIN
—
DBA names
Healthequity Advisors

Economics

AUM
$1.99B
AUM band
$1B+
AUM trajectory
'20'26
$364.2M → $1.99B▲ +448%
Client mix
Individuals Other178,476

Operations

Employees (total)
8
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
DRAPER UT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
healthequityadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HEALTHEQUITY, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
HEALTHEQUITY, INC.
ALEXANDER, JAYSON, PARKER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HEALTHEQUITYADVISORS.COM
Rdap Domain Creation Date
2012-11-26T03:57:20Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Equity Trust4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-26T03:57:20Z
Rdap Domain Last Changed
2025-09-22T19:03:18Z
Rdap Nameservers
Henrik.ns.cloudflare.comVida.ns.cloudflare.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
IVIE, JAMES, REX
IAR · Executive Officer · 2.5%
5037555
ALEXANDER, JAYSON, PARKER
Executive Officer · 2.5%
6118241
Eggett, Cordell, McLachlan
Executive Officer · 2.5%
6583888
Lucania, James, Michael
Executive Officer · 2.5%
4439239
NEELEMAN, STEPHEN, DALE
Executive Officer · 2.5%
6175029