Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence model includes the tools and resources financial professionals need to better serve their clients.
Equitable Advisors, LLC (NY, NY, member FINRA, SIPC) (Equitable Financial Advisors in MI & TN), a broker-dealer. Equitable Advisors, LLC, an SEC registered investment adviser. GE-7756802.1 (03/25)
I will be filing a BBB complaint today. I have called no less than 6 times and today will be my 7th and have gotten the run around each time. You received my claim on June 28th and I was told it wasn't even looked at until July 22 and a supervisor would call me. A supervisor never called. On July 24 when I called I was originally told it had to go to finance for further review and later told it was approved and will be deposited into my account that day. Now it is the 27th and the money is not in my account. I pay for this service and a month after the claim I have nothing. Your company has not called me once with any concerns and all contact has been initiated by me. How do you justify treating clients like this.
MD
Mercedes Davis
Jul 28, 2025
1.0
If I could give negative stars I would. I have had an account here for 15 years and never once actually spoke with a person. Very unresponsive. My money did not grow. And by not growing, meaning less than 5%. The annual rates of return for the S&P 500 are 10-12%. And I'm locked in with an employer. Cutting my losses and taking the penalties and going to another company. Please do not use! You're better off managing your own finances by learning off of YouTube and TikTok. :(
GV
Gloria Vigilante
May 5, 2025
1.0
Avoid Equitable Life – A Disgraceful Experience After 50+ Years
I would never, ever use Equitable Life again. My family has had a policy with them for over 50 years, originally sold to us by a representative who assured us it would be fully paid off. Years later, Equitable quietly forced him into early retirement after it became clear he had made similar promises to many others — promises the company now claims were false.
Instead of honoring the original terms or taking accountability, Equitable informed us that we’re responsible for continuing payments — and not just regular payments, but ever-increasing amounts with no warning. The policy doesn’t disclose that premiums will rise annually. We only find out after being hit with multiple unexplained fees and a demand for three months’ payment in advance.
When we call for clarification, no one can explain the charges. Worse, Equitable tells us it’s our responsibility to call them every year to find out how much more they’ll be charging — as if notifying policyholders of increases isn’t a basic duty.
This company is deceptive, disorganized, and utterly lacking in integrity. I strongly urge anyone considering Equitable to stay away. There are far better, more honest life insurance providers out there.
MD
Marissa DiMarco
Aug 2, 2024
1.0
If I could give this company 0 stars I would. It’s more of a scam than anything else. They don’t even have a working phone number, we’ve been trying to cancel our policy for months and haven’t been able to do so. Stay far away from this place.
Equitable Advisors is a national wealth management firm that offers personalized financial planning and advice tailored to individual needs.
Where is Equitable Advisors located?
Equitable Advisors is located at 7207 IBM Dr, Charlotte, NC 28262, USA.
What are the business hours of Equitable Advisors?
Equitable Advisors is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Equitable Advisors?
You can contact Equitable Advisors by phone at +1 866-444-6001.
Does Equitable Advisors have an online presence?
Yes, you can find more information about Equitable Advisors on their website: https://equitable.com/
What financial services does Equitable Advisors provide?
Equitable Advisors provides financial planning, wealth management, and consulting services to help you achieve your financial goals.
Are there other financial institutions near Equitable Advisors?
Nearby financial institutions include AXA Equitable and Allstate Charlotte NC, which offer insurance and financial services that may complement your visit to Equitable Advisors.
What nearby corporate offices could be relevant when visiting Equitable Advisors?
AREVA and Classic Graphics are nearby corporate offices where professionals might coordinate with Equitable Advisors for corporate financial planning needs.
Can I find dining options near Equitable Advisors?
Yes, nearby dining options include Food Express and Chick-fil-A, convenient for grabbing a meal before or after your financial consultation.
Are there any nearby places to relax or attend events around Equitable Advisors?
Wells Fargo Innovation Park offers green space for relaxation, and venues like Wells Fargo Building 3 and Christopher Michael Kelly Wells Fargo host events that may interest clients visiting Equitable Advisors.
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