firm

Equitable Advisors

NEW YORK, NY

CRD: 6627

In PWD coverage since September 10, 2026 · 8 stories

$47.3B▲ 11%Regulatory AUMSEC Form ADV · Oct 3

5,674EmployeesForm ADV

1Deals on our tracker

Regulatory AUM · Aug 22 – Oct 3

Deal recordFull tracker →

Sep 17, 26Fund launchT. Rowe Price · Benefit Trust Company — coverage

PWD coverage

The Close

Advisors start retirement cash-flow work years before a business sale

Small business owners with a financial professional expect to retire at 63, seven years earlier than those without one, an Equitable and SCORE Association study finds.

credit · Sep 23Samsung's China unit keeps its A as the group buys control

investments · Sep 23CITs answer to bank examiners. Sponsors answer for the rest.

the_wrap · Sep 21The $51.2 trillion record is a price; the exit is the product

the_wrap · Sep 18Equitable rents a glidepath as CITs take the target-date market

the_wrap · Sep 11Strategics are taking insurance control, and sponsors are the sellers

the_wrap · Sep 10A capital charge puts Bermuda's $375 billion sidecar stack on trial

the_wrap · Sep 10The calm that builds the next wave

Equitable Advisors

Advisors start retirement cash-flow work years before a business sale

The Family Office Daily Briefing