Your Custodian of Today

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!

Continued M&A Activity Creates Opportunities for Custodians
Read our latest article from our CEO

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?

Trade at the individual, global, or model level and even allocate multiple models in one account. Integrate client data with over 30 industry leading products. Generate reports across all of your client accounts or create them on an ad hoc basis. Customize a pre-built client portal with your logo and colors.

Need More Time For Your Clients?

We are here for you
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.
Be there for your customers
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

Hacks for Your Succession Plan: Part II

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...

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Still No Succession Plan? Try These Three 5-Minute Hacks

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...

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Our New Ebook Is Out! Big Changes Ahead for Custodians

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...

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