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Firm profile

Equitable Advisors, LLC

NEW YORK, NYCRD 6627Latest ADV May 27, 2026

Equitable Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 15, 2026, reports $42.5B in regulatory assets under management, 5,674 employees, 885 offices, and 94,626 accounts.

Assets Under Management
$42.5B
Employees
5,674
Offices
885 offices
Total Clients
73,011
Primary office
NEW YORK, NY
1345 AVENUE OF THE AMERICAS, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEODavid Whitcomb Karr
CCOPatricia Agnes Boylan

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 52.4% of total clients.
Top client categories% of clientsClients
1
Individuals
52.4%
38,280
2
HNWI
46.2%
33,710
3
Pension Plans
0.6%
455
4
Corporations
0.5%
370
5
Charitable
0.3%
196

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$42.5Bas of May 27, 2026
Discretionary49.7%
$21.1B
50% of total RAUM49.7%
Non-discretionary50.3%
$21.4B
50% of total RAUM50.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$42.5B
Total Accounts94,626
10Y AUM Change+$24.0B (+130.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5,674
Clients per Employee13:1
10Y Employee Change+7 (+0.1%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.