Custody, Technology & Advisor Support
CUSTODY
All assets on ONE custodial platform
TECHNOLOGY
Save thousands of dollars a year on technology expenses
ADVISOR SUPPORT
Streamline your practice
SOLUTIONS
Compete with billion dollar advisors
In the news...
We are thrilled to be a WealthManagement.com Industry Awards Finalist, in the Custodians Alternative Asset category!
Industry Veteran Joseph Gerdes Appointed as President & Chief Executive Officer for Equity Advisor Solutions
Read the press release to learn more
Wherever your company is in the business cycle – starting up, acquiring another practice, changing your business model, expanding or preparing to sell or retire – we have custom solutions for you.
Get More From Your Custodian
Manage All Client Assets, Including Alternative Investments, On ONE Custodial Platform
Does Your Technology Limit How You Do Business?
Need More Time For Your Clients?
At Equity Advisor Solutions, we don’t have a call center mentality. No matter the size of your business, you’ll work with a dedicated Relationship Manager who knows you and your business. We’re dedicated to increasing and enhancing your efficiencies by ensuring every question and requirement is taken care of in a timely manner.
We take care of the heavy lifting to allow you to focus on increasing wallet share from existing clients or on attracting new ones. Let us help you design, run and post client reports utilizing our integrated portfolio performance solution.
Catch Up On Our Latest Blogs
Your Clients Will Hold Crypto. But Will It Be with You?
Many advisors watched the growth of cryptocurrencies with caution, even skepticism. Were they a fad? Did such volatile assets belong in a portfolio? How could advisors incorporate them? Many advisors held back, waiting to see whether crypto eventually became more...
How to Get Out of the IT Business, and Back to Your Business
When you first became an independent registered investment advisor, you probably didn’t realize you’d also be moonlighting as an IT manager, a technology systems integrator, web developer, data entry clerk, migration specialist, troubleshooter, and customer support...
Advisor Challenges — You Embrace Alternative Investments, but your Custodian Doesn’t
Have you been broadening your clients’ exposure to alternative investments over the past few years, especially in areas like real estate, private equity, or private debt? If so, you’re not alone. A long run of low interest rates has prompted advisors to diversify...