This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Equity Trust · Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2012
- Office Locations
- 1
Office Locations
About Healthequity Advisors
HealthEquity Advisors, LLC provides fiduciary mutual fund selection exclusively for HealthEquity, Inc., building active and passive lineups across 11 asset categories for HSA investment options. The firm delivers quarterly mutual fund research and reporting for HSA administrators and account-holders, including platform change/watch lists, proprietary fund grades, and performance/expense analytics. It also offers a fee-based, web automated advisory tool that uses a risk profile to guide asset allocation and diversification.
Reported data analysis
What the numbers show
Between April 28, 2025 and March 25, 2026, reported AUM increased 32.2%, from $1.5B to $2.0B.
Across 5 reported observations, AUM increased 89.4% between December 7, 2022 and March 25, 2026, from $1.1B to $2.0B.
Of the latest reported AUM, 60.5% is discretionary and 39.5% is non-discretionary.
The firm reports 1 advisory representatives and 178,478 clients, or 178,478 clients per representative. That equates to $11.2K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Healthequity Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Healthequity Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAYSON PARKER ALEXANDER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Cordell McLachlan Eggett
DIRECTOR OF FINANCE, Member Of The Board Of Managers
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,207,469,751 | $13,038 |
| Non-Discretionary | $787,465,215 | $9,171 |
| Total | $1,994,934,966 | $11,178 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Healthequity Advisors has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.