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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-28-1977
- Office Locations
- 999
Office Locations
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.
Reported data analysis
What the numbers show
Between December 9, 2025 and July 1, 2026, reported AUM increased 11.7%, from $38.0B to $42.5B.
Across 5 reported observations, AUM increased 76.2% between October 21, 2022 and July 1, 2026, from $24.1B to $42.5B.
Of the latest reported AUM, 49.7% is discretionary and 50.3% is non-discretionary.
The firm reports 4,664 advisory representatives and 244,659 clients, or 52.5 clients per representative. That equates to $173.6K in reported AUM per client.
The profile lists 999 reported office locations and 48 years in operation. The source data was last updated on July 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Equitable Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARYJEAN ELIZABETH BONADONNA
Chief Risk Officer
- CRD
- #3199562
- Ownership
- Less than 5%
PATRICIA AGNES BOYLAN
Chief Compliance Officer, Counsel
- CRD
- #3231492
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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Jacob Aaron
Investment Advisor
- CRD
- #7278776
ALEX R ABBENANTE
Financial Advisor
- CRD
- #6480437
Showing 2 of 5411 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Equitable Advisors, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Equitable Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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