Manage All Client Assets, Including Alternative Investments, On ONE Custodial Platform
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Equity Advisor Solutions is built to empower advisors of all sizes to streamline operations, achieve cost savings, and grow their business. We do this by offering best in class technology solutions, the ability to custody all assets on a single platform and personalized service from a dedicated, experienced team.
CUSTODY
Seamless all-in-one custody solution to make your day-to-day more efficient. Manage all assets on a single platform including mutual funds, equities, ETFs, fixed income, options, alternative investments, cryptocurrency and more.
TECHNOLOGY
Save thousands of dollars a year on technology expenses. EAS partners with leading technology providers to offer our advisors quality solutions while keeping costs low.
ADVISOR SUPPORT
Every EAS client receives dedicated support from a Relationship Management Team that makes the transition simple for you. No matter the size of your business, you’ll work with a dedicated Relationship Manager who knows you and your business. No call centers here!
We Embrace Alternatives
Unlike other custodians, you can manage all client assets, including Alternative Investments, on one Platform. We believe you as the advisor should have access to all the tools possible to manage your clients’ money, and let you determine which ones to utilize at any given time.
Fully Integrated Cryptocurrency
We are one of the first custodians on the market to fully integrate cryptocurrency capabilities into our custody platform. In fact, we were recently recognized as a finalist in the WealthManagement.com Industry Awards in the Custodians, Alternative Asset category! We are honored to be recognized among industry innovators as we continue to expand our offerings to support advisor success.
Catch Up On Our Latest Blogs
Hacks for Your Succession Plan: Part II
Without a succession plan, a small advisor firm could lose virtually all its market value in a single instant—leaving family and heirs with nothing. The good news: succession planning doesn’t have to feel overwhelming. In our previous post, we broke down succession...
Still No Succession Plan? Try These Three 5-Minute Hacks
If you’re one of the 73% of advisors with no succession plan, this post is for you—especially if your firm is small. Imagine that one day, you stop showing up at the office and never return. Perhaps there’s an accident, a medical emergency, or something else...
Our New Ebook Is Out! Big Changes Ahead for Custodians
It’s finally here. You can download a copy of our new ebook, Imagining the Custodian of the Future: 6 Ways Forward-Looking Custodians Are Making a Break from the Past. It’s designed as a practical guide to help you select a custodian today you won’t regret choosing in...
Why Choose EAS?
In a rapidly consolidating industry, we are the stand-out custodian for entrepreneurial advisors who feel left behind and want to serve clients their way.
Experienced
Independently Operated
Comprehensive Offering
We Never Compete For Your Clients
Increased Efficiency & Time-saving Tools
Boutique-level Service, We Value Your Business
Greater Freedom
Tech-forward
Who We Serve
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.
