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About RFG
Equitable is a leading American financial services company with a rich legacy dating back to its founding in 1859. The firm's mission is to help clients secure their financial well-being through comprehensive advice, protection, and retirement strategies tailored for individuals, families, and small businesses. Equitable operates under the umbrella of Equitable Holdings, Inc., encompassing a family of companies that include life insurance providers and financial distributors.
Equitable's advisory services are delivered by Equitable Advisors, LLC, a member of FINRA and SIPC, known in Michigan and Tennessee as Equitable Financial Advisors. The company's commitment to client success is symbolized by the goddess Athena, representing courage, strength, and wisdom, core values that have guided Equitable throughout its history.
With a focus on personalized financial planning, Equitable offers resources and tools for individuals, financial professionals, and employers. Their diverse offerings include life insurance, retirement planning, employee benefits, and workplace solutions, all designed to help clients achieve long and fulfilling lives. Equitable prides itself on a compelling story that reflects its dedication to meeting the needs of clients and advisors every day, embodying a legacy of integrity and trust.
Pricing options
Regulatory filings
Areas of specialty
- Advice
- Protection
- Retirement Planning
- Life Insurance
- Employee Benefits
- Personalized Financial Planning
- Comprehensive Retirement Strategies
More about RFG
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 158401 | 102 |
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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 RFG.