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- Custodian
- Broadridge · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-30-1964
- Office Locations
- 259
Office Locations
About Equity Services, Inc.
Equity Services, Inc. is an advisor-focused firm supporting financial professionals with a personal, relationship-driven experience, including responsive operations, collaborative compliance, and a solutions-oriented business development team that provides sales and marketing resources. The platform supports planning and portfolio construction using ETFs and mutual funds, alongside insurance/annuity solutions. Notable for its Field Advisory Committee and emphasis on software integrations to save advisors time.
Reported data analysis
What the numbers show
Between September 23, 2025 and July 1, 2026, reported AUM increased 13.3%, from $2.5B to $2.8B.
Across 5 reported observations, AUM increased 24.1% between October 10, 2022 and July 1, 2026, from $2.2B to $2.8B.
Of the latest reported AUM, 41.1% is discretionary and 58.9% is non-discretionary.
The firm reports 460 advisory representatives and 12,789 clients, or 27.8 clients per representative. That equates to $217.2K in reported AUM per client.
The profile lists 259 reported office locations and 61 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Equity Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MEHRAN ASSADI
Chairman Of The Board, Chief Operating Officer, DIRECTOR
- CRD
- #5270638
- Ownership
- Less than 5%
ROBERT EARL COTTON
Chief Operating Officer, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 12 owners & executives
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MACKENZIE ROBERT ABBATE
Managing Director
- CRD
- #7270982
NICHOLAS WILLIAM ABBATE
Executive Vice President
- CRD
- #7324294
Showing 2 of 772 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,141,036,641 | $322,509 |
| Non-Discretionary | $1,636,317,328 | $185,083 |
| Total | $2,777,353,969 | $224,360 |
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Separately Managed Accounts
SMA allocation detail is available
Equity Services, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.