Equivest Financial Advisors LLC

Overview

Equivest Financial Advisors LLC is an independent, owner-operated registered investment adviser that focuses on fee-based wealth management for individual and family clients, including small-business owners. The firm positions itself as a capital allocator and offers financial planning, discretionary portfolio management and selection of third-party advisers. Its stated preference is equities, and it deploys a portfolio mix dominated by exchange-traded public equities while supplementing portfolios with insurance products and third-party alternative strategies. Equivest does not present itself as an active ESG investor and appears to operate on a single-state basis. The firm maintains an affiliation with an insurance company, which aligns with its use of annuities and insurance-linked solutions within client plans. As a smaller RIA, the firm blends portfolio management with adviser selection, suggesting they source specialized alternative exposure through external managers when needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices