SourcingSourcing

EQUITABLE ADVISORS, LLC

C27
CRD 6627·SEC 801-14065·NEW YORK, NY
AUM
$42.48B
$1B+
Est. Revenue
$424.8M
@ 1% on AUM
Est. EBITDA
$127.5M
@ 30% margin
Est. Deal Value
$1.02B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EQUITABLE ADVISORS, LLC
CRD
6627
SEC file #
801-14065
EIN
520795747
DBA names
—

Economics

AUM
$42.48B
AUM band
$1B+
AUM trajectory
'20'26
$17.01B → $42.48B▲ +150%
Client mix
Individuals Other38,280
Individuals High Net Worth33,710
Pension Profit Sharing Plans455
Corporations370
Charitable Organizations196

Operations

Employees (total)
5,674
Advisory staff (per ADV)
4,664
Advisory staff (5-yr trend)
'20'26
3,538 advisors → 4,664 advisors▲ +32%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/15/2026
ADV-W filed at
—
Website
equitable.com

Compliance

Disclosures (firm)
9
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EQUITABLE DISTRIBUTION HOLDING
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
15
Control Persons
EQUITABLE DISTRIBUTION HOLDING
BONADONNA, MARYJEAN ELIZABETH
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
EQUITABLE.COM
Rdap Domain Creation Date
1996-08-12T04:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
110
Form 5500 Total Participants
169
Form 5500 Total Compensation
3,836,351
Form 5500 Compensation Trajectory 3y
20253,770,283
202666,068
20240
Form 5500 Plan Count Trajectory 3y
2025106
20263
20241
Schedule C Total Compensation
3,836,351
Schedule C Service Provider Rows
110

SEC EDGAR

Edgar Cik
0002102787
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-04-08
Edgar Last Filing Date
2026-04-08
Edgar Form D Count
1
Edgar Form D Offerings
2026-04-082026-04-08 · 0002102787-26-000001

Local market & wealth

Rank targets by how wealthy the local market is

Fdic Zip Total Deposits
1,016,387,000
Fdic Zip Branch Count
6
Fdic Zip Top Banks
Citibank, National Association
E*TRADE Savings Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
10
Bc Firm IAR Count
50
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
ONE LIBERTY PLACE1650 MARKET ST., 8TH FLOORPHILADELPHIA, PA 19129
Business
ONE LIBERTY PLACE1650 MARKET ST., 8TH FLOORPHILADELPHIA, PA 19129
Edgar EIN
520795747
Edgar Recent Filings
D2026-04-08 · 0002102787-26-000001
Fdic Zip Branches Raw
Citibank, National AssociationNew York, NY
E*TRADE Savings BankNew York, NY
Fdic Zip HHI
10,000
Fdic Zip Top Bank Share Pct
100
Fdic Zip Year
2014
Fee Schedule
Bracket Ix76
Bracket I16
Bracket Xi3
Bracket Iii1
Bracket Iv1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-11T04:00:00Z
Rdap Domain Last Changed
2026-03-07T02:05:21Z
Rdap Nameservers
Ns1.equitable.comNs1.f5clouddns.comNs2.equitable.comNs2.f5clouddns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (61)

61
BONADONNA, MARYJEAN ELIZABETH
Executive Officer · 2.5%
3199562
BOYLAN, PATRICIA AGNES
Executive Officer · 2.5%
3231492
KARR, DAVID WHITCOMB
Executive Officer · 2.5%
1852445
NICHOLAS BURRITT LANE
Executive Officer · 2.5%
4994948
MASSA, FRANK ANGELO JR
Executive Officer · 2.5%
2241858
MELLIN, JAMES PATRICK
Executive Officer · 2.5%
1859557
SCAPPATOR, CANDACE LYNN
Executive Officer · 2.5%
4697607
SMITH, JANE LYNN
Executive Officer · 2.5%
2158938
TIAN, QI NING
Executive Officer · 2.5%
6166914
ZHANG, YUN
Executive Officer · 2.5%
7600833
ZIMMERER, TRACY
Executive Officer · 2.5%
4275481
OMAR HASAN, XAVIER PERINE
IAR
4124208
KIMBERLY ANN KENYON
IAR
4376573
YESID BAUTISTA
IAR
4156593
WILBERT GOICOCHEA
IAR
4203515
ANN MARGARET MULDERIG
IAR
4361981
MARIAN ELLEN EIDELL
IAR
4352741
MICHELLE A CASPER
IAR
1715893
LOIS JONES WATKINS
IAR
1597593
PATRICIA JEAN GOETTELMANN
IAR
4233393
MADELINE ANELLO
IAR
4266238
RAJU, ROBIN, MATTHEW
IAR
4836140
WALLACE WILLIAM CUKIERSKI
IAR
4851840
MITTAL VISHAL MEHTA
IAR
5948608
MORGAN BURNETT CLARK
IAR
5851331
WILLIAM MARLIN JACOBS
IAR
4487885
DIANA CATALINA PIARULLI
IAR
5306418
Parker Leigh Sherman
IAR
7974734
DIANE LISA SUTTER
IAR
1427658
Kaitlin Boyce
IAR
7878909
RONALD E NOLAN
IAR
5930842
LONG NGO
IAR
5762925
Alison Clair Grefsheim
IAR
6946187
BRIAN S JOHNSON
IAR
6979841
Robert Gutierrez
IAR
6728161
ERIC COLBY
IAR
6624907
KIM NGUYEN
IAR
6897180
YVETTE PEJSA CARSCADDEN
IAR
4057246
CRYSTAL DUNNE
IAR
5141195
JAMES P COTTER
IAR
4692357
RYAN NICHOLAS AVENA
IAR
5041879
MORTON KOLMAN
IAR
4542410
JULIE ANNE DELUTIS
IAR
4609288
TRACY L ALLEN
IAR
4963257
BEVERLY CARNO
IAR
4933388
WILLIAM DANIEL
IAR
4773677
JEFFREY CHARLES LACHENAUER
IAR
5137570
ALICIA VILA
IAR
5259717
DMITRIY MELESHKO
IAR
5438474
SARAH MARIE OGLE
IAR
5535449
ANA DELAROSA
IAR
5990624
SADE S SETTLES
IAR
6013371
CLAY KNUTH
IAR
6142215
MATHIEU NIEHUES
IAR
6185241
JOHN P FRANK
IAR
5466822
JOSEPH PETER FINAZZO
IAR
5273478
Karolyn Ann Templeton
IAR
5761897
COURTNEY JERMAINE JACKSON
IAR
5415131
BRIAN ANTHONY CASS
IAR
5652482
SAUL ALAN MITCHELL
IAR
6364069