In the News

Equity Advisor Solutions has been featured in a variety of news publications. Please find below some of the highlights:

May 2022
Industry Veteran Joseph Gerdes Appointed as President & Chief Executive Officer for Equity Advisor Solutions
Boutique custodian names new CEO

January 2022
Chalice Network Partners with Equity Advisor Solutions to Bring Advisors Access to a Robust Benefits Marketplace
The Importance of a Nimble and Inclusive Custodian

November 2021
Equity Advisor Solutions Introduces Fully Integrated Cryptocurrency Trading for Advisors

September 2021
• Tech platforms ease investing in alts

August 2021
• Three 2021 Market Trends That Support Independent Advisors

May 2021
• Where Is the Seismic Shift Following the Schwab-TD Ameritrade Deal?
Creative Custodian: A small custodial alternative to the giants combines superior custodial technology with old-fashioned relationship service.

April 2021
• Defying merger doubters, Schwab adds staggering $1.1 trillion RIA assets. Today’s trickle of RIA defections may yet build to tsunami size over next three years, rivals say

February 2021
• James Gorman delivers chilling remarks to E*Trade RIAs after doing no-money-down deal for the zero-commission discount broker

January 2021
• Equity Advisor Solutions Celebrates 10 Years of Continual Growth in the Custody Space by Exceeding 2020 Goals

August 2020
• Equity Advisor Solutions Hires New East Coast VP
• What will Morgan Stanley’s James Gorman do with ETrade’s custody business?

April 2019
 Equity Advisor Solutions: All-in-one Custodian for Any Type of Asset

June 2017
Small RIA custodians eye 400-plus RIAs who may come into play thanks to TD Ameritrade-Scottrade deal — but with a cultivated calm

January 2016
• How custodians Folio Institutional and Equity Advisor Solutions keep on ticking 

September 2014
• Equity Advisor Solutions Adds Strong Talent with the Hiring of Mark Avers

March 2012
• Ex-Fiserv executives bid to create a new force in RIA custody by taking the Equity Trust bull by the horns