Your Custodian of Today

Who We Serve

Registered Investment Advisor

At Equity Advisor Solutions, we understand that you want to spend time expanding your business and are here to help.

  • Portfolio management system
  • Model portfolios using mutual funds, equities, and ETFs
  • Allocate multiple models in one or hundreds of accounts
  • Custom pricing


Thinking about going independent but you’re not sure of all the details? Talk to us! Equity Advisor Solutions can assist you with coordinating the entire process.

  • Build your own practice, your way
  • We help you navigate the process
  • Immediately establish a professional image for your firm without the price tag

Turnkey Asset Management Program

If you offer a TAMP or would be interested in establishing one, Equity Advisor Solutions offers tools and services to take many of the back office duties off your shoulders.

  • Make your TAMP available to other advisors
  • Simple trading, billing, reporting, downloads, and client portal
  • GIPS composite performance reporting capabilities

Broker Dealer

If you are an independent broker-dealer who either has a current fee-based program or are looking to create one, Equity Advisor Solutions will work for you.

  • Commissions credited to registered reps
  • Private-labeled client portal
  • See all reps under one login
Want to learn more?