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About Equitable
Equitable is a leading American financial services firm with a rich history dating back to 1859. The company's mission is to help clients secure their financial well-being, enabling them to pursue long and fulfilling lives. Equitable offers a range of services, including financial advice, protection, and retirement strategies tailored for individuals, families, and small businesses.
The firm operates under the name Equitable Holdings, Inc., encompassing various subsidiaries such as life insurance and financial advisory companies. Equitable is distinguished by its commitment to meeting the needs of its clients and advisors daily, a commitment symbolized by the goddess Athena, representing courage, strength, and wisdom.
The name "Equitable" embodies the company's core values, defining the attitudes, beliefs, and behaviors of its employees and advisors. This identity underscores their legacy and truth, setting them apart in the financial services industry. Equitable's story and mission reflect a deep-seated dedication to helping clients achieve financial security and a better future.
For more information, visit their website.
Pricing options
Regulatory filings
Areas of specialty
- Financial Advice
- Protection Strategies
- Retirement Strategies
- Life Insurance
- Wealth Management
- Investment Solutions
- Estate Planning
- Business Continuity Planning
- Risk Management
More about Equitable
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 6627 | 3955 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Equitable.