FORT WASHINGTON, PACRD 277031Latest ADV April 6, 2026
Equita Financial Network, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fort Washington, PA. Its latest Form ADV filing, dated April 6, 2026, reports $391M in regulatory assets under management, 19 employees, 18 offices, and 1,321 accounts.
Assets Under Management
$391M
Employees
19
Offices
18 offices
Total Clients
434
Primary office
FORT WASHINGTON, PA
500 OFFICE CENTER DRIVE, SUITE 400, FORT WASHINGTON, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.4% of total clients.
Top client categories% of clientsClients
1
HNWI
71.4%
310
2
Individuals
28.6%
124
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$391Mas of April 6, 2026
Discretionary100.0%
$391M
100% of total RAUM100.0%
Non-discretionary0.0%
$61K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$391M
Total Accounts1,321
10Y AUM Change+$283M (+263.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee23:1
10Y Employee Change+13 (+216.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.