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?