Brand Certified
Equitable Advisors
3.6(12 reviews)
Certified by Equitable Advisors • Aug 16, 2026
Business Details
2825 E Cottonwood Parkway, Cottonwood Heights, UT
84121, United States
Certified by Equitable Advisors • Aug 16, 2026
(801) 942-9917
Certified by Equitable Advisors • Aug 16, 2026
https://rockymtns.equitableadvisors.com/
Certified by Equitable Advisors • Aug 16, 2026
About
Certified by Equitable Advisors • Aug 16, 2026
Finance CompanyFinancial PlannerFinancial ConsultantFinancial Planning
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)
Location
Certified by Equitable Advisors • Aug 16, 2026
Equitable Advisors
2825 E Cottonwood Parkway, Cottonwood Heights, UT
84121, United States
Hours
Certified by Equitable Advisors • Aug 16, 2026
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Reviews
3.6
12 reviews
5 stars
7
4 stars
1
3 stars0
2 stars0
1 star
4
- ADAle denningMay 13, 20265.0Jake Nelson was incredibly helpful with my retirement accounts. He is extremely knowledgeable yet able to explain complicated concepts in a way that is digestible. I would highly recommend working with him.
- CSClimbaxe Tree ServicesMar 3, 20265.0Ryan Thrasher has a rare talent for making life insurance not only clear but genuinely reassuring. He talks about the hard stuff with strength, compassion, and I trust him with protecting what matters most. We need more advisors like him who help us face the unexpected with confidence and care.
- MDMarc DrewNov 24, 20255.0Great firm for comprehensive and holistic planning
- CLChristine LlymeMar 15, 20181.0Incompetence is an understatement.
- CACatherine AndersonSep 14, 20171.0This is a terrible site and the phone number does not work and you can't talk to a real person---horrible experience! Really less than one star---but you can't post without at least giving a star!
Frequently Asked Questions About Equitable Advisors
What services does Equitable Advisors provide?
Equitable Advisors offers wealth management and financial planning services through experienced financial professionals who tailor strategies based on your individual needs and goals.
Where is Equitable Advisors located?
Equitable Advisors is located at 2825 E Cottonwood Parkway, #430, Cottonwood Heights, UT 84121, USA.
What are the business hours for 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 by phone?
You can call Equitable Advisors at +1 801-942-9917 for inquiries or appointments.
Where can I find more information about Equitable Advisors online?
More information is available on their website at https://rockymtns.equitableadvisors.com/.
Are there any financial advisors near Equitable Advisors?
Yes, Daniela Pernia is a financial advisor located nearby, also affiliated with Equitable Advisors, offering additional financial advising and investing services.
What nearby real estate services can assist me alongside Equitable Advisors?
Nearby real estate services include Upward Title & Closing - Utah, Salt Lake Realty Group, and Investors Title, which can complement your financial planning especially in property investments.
Where can I grab breakfast or brunch near Equitable Advisors?
Parkside Café is a nearby breakfast and brunch restaurant where you can enjoy a meal before or after your visit to Equitable Advisors.
What industries are served by businesses near Equitable Advisors?
The nearby businesses serve a variety of industries including engineering (HDR), photography, legal services (Bonneville Legal), counseling and mental health (Avion ABA, Golden Touch ABA Therapy), advertising agencies, and health and medical supplies (ESTIQ, Jase Medical).
How does knowing about nearby businesses help when visiting Equitable Advisors?
Knowing nearby businesses like legal services, real estate agents, and health providers can help you coordinate related services conveniently during your visit, creating a one-stop experience in Cottonwood Heights.
Brand Certified Facts from Equitable Advisors
This information is certified by Equitable Advisors and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified August 16, 2026Yext Knowledge Graph
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