Your Custodian of Today

In the News

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

October 2022
We’re thrilled to announce that Stephanie Gutierrez, Head of Product Management and Integrations, has been named Hispanic Product Manager of the Year by Wealth Solutions Report in their Pathfinder Awards!

WSR Pathfinder Awards – Hispanic Top Industry Leaders

September 2022
• The Custodian Of The Future: The Dawn Of The Boutique Age

August 2022
Smaller advisory firms could benefit from ‘boutique custodians’
Continued M&A Activity Creates Opportunities for Custodians

June 2022
We are thrilled to announce that we have been recognized as a finalist in the WealthManagement.com Industry Awards in the Custodians, Alternative Asset category! As one of the first companies to offer trading of standard, alternative, and cryptocurrency assets on one platform, we are honored to be recognized among industry innovators as we continue to expand our offerings to support advisor success.


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
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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