$42.5B Total AUM
$21.1B Disc. AUM
17.1% 3Y CAGR
5,674 Employees
244,659 ADV. Clients
48 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Wave zenithGlacier
- Established Date
- 10-28-1977
- Office Locations
- 960
Office Locations
1 Belmont Ave. Ste. 705 Bala Cynwyd PA
1 Dupont Street Suite 101 Plainview NY
1 East Avenue Lockport NY
About Equitable Advisors, LLC
Equitable Advisors, LLC is part of the Equitable brand of retirement and protection subsidiaries of Equitable Holdings. The firm provides financial and investment planning, portfolio construction, retirement plan solutions, and insurance/annuity products for retail and institutional clients, including business owners. Investment use spans mutual funds, ETFs, fixed income, and alternatives, and the broker-dealer is a FINRA/SIPC member; it also works with custodians such as LPL Financial.
Team overview
44 AVG AGE
$9.1M AVG AUM / ADVISOR
$173.6K AVG AUM / CLIENT
10.8 yrs AVG TENURE
5,674 Employees
4,664 Advisory Reps
4,605 RIA Reps
48yrs Firm Age
Insights
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Asset Classes
Focus Matrix Element legacy Fusion pioneer Focus foundation Capital Legacy Peak vertex
Client Personas
Fusion beacon
Custodian
Beacon Radial Catalyst pioneer Frontier Fusion Pathway quantum Delta signal
Investment Themes
Bridge focus Beacon Eagle vital Summit unison
Investment Vehicles
Timber unison Optima Delta Foundation
Platform
Insight
Services
Radial momentum Matrix Alpha focus Vertex Pathway Crest north Ember Bridge prime Frontier optima Fusion ember
Technology
Value Oak
Owner & Executives
MARYJEAN ELIZABETH BONADONNA
Chief Risk Officer
- CRD
- #3199562
- Ownership
- Less than 5%
(947) 311-2678
timber.wave@harborcapital.com
in linkedin.com/in/delta-foundation
P
PATRICIA AGNES BOYLAN
Chief Compliance Officer, Counsel
- CRD
- #3231492
- Ownership
- Less than 5%
(763) 282-7892
matrix.timber@radialcapital.com
in linkedin.com/in/horizon-oak
M
Matrix glacier
Bridge frontier
- CRD
- #79324
- Ownership
- 23.8%
(364) 254-4138
atlas.pathway@quantumcapital.com
in linkedin.com/in/radial-zenith
Showing 2 of 11 owners & executives
Unlock allContacts
Jacob Aaron
Investment Advisor
- CRD
- #7278776
(291) 379-9195
horizon.peak@embercapital.com
in linkedin.com/in/capital-momentum
A
ALEX R ABBENANTE
Financial Advisor
- CRD
- #6480437
(468) 815-5683
capital.vertex@wavecapital.com
in linkedin.com/in/capital-ridge
F
Foundation foundation
Beacon beacon ember
- CRD
- #29761
(299) 476-7483
meridian.beacon@beaconcapital.com
in linkedin.com/in/crest-summit
Showing 2 of 5363 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,096,107,619 | $494,610 |
| Non-Discretionary | $21,388,062,391 | $411,515 |
| Total | $42,484,170,010 | $448,969 |
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Separately Managed Accounts
Total SMA Asset: $42,484,170,010
Public Funds:
11.4% Equity - Exchange:
13.1% Cash:
18.6% Corporate - Investment Grade:
11.3% Corporate - Non-Investment Grade:
5.6% Municipal Bonds:
15.6% Other:
11.8% U.S. Government/Agency:
12.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $324,126,119 | 11.4% |
| Equity - Exchange | $372,460,716 | 13.1% |
| Cash | $528,837,352 | 18.6% |
| Corporate - Investment Grade | $321,282,907 | 11.3% |
| Corporate - Non-Investment Grade | $159,219,848 | 5.6% |
| Municipal Bonds | $443,541,005 | 15.6% |
| Other | $335,498,965 | 11.8% |
| U.S. Government/Agency | $358,244,657 | 12.6% |
| Total | $2,843,211,569 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS SIGNAL ALPHA | DELTA PIONEER | GUYUWYWTU | PMTA | 2.45% | $65,246,558 |
| MATRIX ALPHA | CATALYST VALUE | ZNAUE20MZ | EBM | 7.16% | $63,494,604 |
| WAVE OAK | HORIZON HARBOR | UH65PHVTB | XNL | 5.47% | $64,734,077 |
| MATRIX HARBOR ATLAS | PATHWAY INSIGHT | 1IQ9KN68D | RCW | 5.39% | $53,806,317 |
| MATRIX WAVE TIMBER | INSIGHT MOMENTUM | TFRZZ7E4V | VAGST | 10.42% | $40,082,035 |
| PATHWAY ATLAS CAPITAL | MERIDIAN TIMBER | UA2HSSS0S | JEXY | 2.72% | $68,006,180 |
| MERIDIAN CAPITAL | PIONEER QUANTUM | 42MWBYY5Q | XVWYE | 2.49% | $15,557,169 |
| BEACON SUMMIT | RIDGE PRIME | MATUWEXQB | LNQDE | 2.89% | $107,852,680 |