Who We Serve
Registered Investment Advisor
At Equity Advisor Solutions, we understand that you want to spend time expanding your business and are here to help.
- Portfolio management system
- Model portfolios using mutual funds, equities, and ETFs
- Allocate multiple models in one or hundreds of accounts
- Custom pricing
Breakaways
Thinking about going independent but you’re not sure of all the details? Talk to us! Equity Advisor Solutions can assist you with coordinating the entire process.
- Build your own practice, your way
- We help you navigate the process
- Immediately establish a professional image for your firm without the price tag
Turnkey Asset Management Program
If you offer a TAMP or would be interested in establishing one, Equity Advisor Solutions offers tools and services to take many of the back office duties off your shoulders.
- Make your TAMP available to other advisors
- Simple trading, billing, reporting, downloads, and client portal
- GIPS composite performance reporting capabilities
Broker Dealer
If you are an independent broker-dealer who either has a current fee-based program or are looking to create one, Equity Advisor Solutions will work for you.
- Commissions credited to registered reps
- Private-labeled client portal
- See all reps under one login
Want to learn more?
