EQUITABLE ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $42.48B |
| Discretionary | $21.10B50% of AUM |
| Non-Discretionary | $21.39B |
| Client Accounts | 94,626 |
| Avg Account Size | $449K |
| Employees | 5,674 |
| Peak AUM | $42.48BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $42.5B | +22.6% | +18.9% | +13.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $42.48B |
| Discretionary | $21.10B |
| Employees | 5674 |
| Client Accounts | 94626 |
| Client Range | 251-500 |
Contact & Location
Address
1345 AVENUE OF THE AMERICAS
NEW YORK NY 10105
Phone
212-314-4600
Filing History
200 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$21.1B
49.7% of AUM
Non-Discretionary
$21.4B
50.3% of AUM
Disc. mix ▲ 6.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Nov 2000
•SRO proceeding/bar
•Investment adviser bar/suspension
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Broker-Dealer
Related Entities (Item 7)
Broker-DealerInvestment AdviserBanking InstitutionPension ConsultantAccounting FirmLaw Firm