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)
Great group of advsiors and staff. Know and trust senior leadership within this office - Their training and guidance flows through to all.
JT
Jennifer Tobias
Mar 12, 2026
5.0
So helpful! I had so many questions; Jonathan helped and created a plan for my family. Highly recommend!
JB
Jonathan Barrett
Mar 12, 2026
5.0
Helped me handle a complex estate situation and were incredibly responsive.
LC
Lauren Cliff
Jan 23, 2026
1.0
If you’re looking for an honest investment advisor, do not speak with Andy. Not only did he not have good advice, telling me to put 80% for my retirement account, he also made several inappropriate comments. He told me, as a teacher, to “marry rich.” He also told two of my coworkers that they are “not aging well.” I appreciated their time, but not what they had to say.
Frequently Asked Questions About Equitable Advisors
What services does Equitable Advisors provide?
Equitable Advisors is a national wealth management firm that offers financial planning, consulting, and management services tailored to your personal financial journey.
Where is Equitable Advisors located?
Equitable Advisors is located at 111 E Kilbourn Avenue, Unit 800, Milwaukee Center, Milwaukee, WI 53202, 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 closed on Saturdays and Sundays.
How can I contact Equitable Advisors by phone?
You can reach Equitable Advisors by phone at +1 414-276-2000.
Does Equitable Advisors have a website for more information?
Yes, you can visit Equitable Advisors' website at https://wisconsin.equitableadvisors.com/ for more details and resources.
Are there other financial advising and investment services near Equitable Advisors?
Yes, nearby financial service providers include Adelio Ikonomi - Thrivent, Borgman Capital, Colin Schultz - Thrivent, Matthew Witkowski - Thrivent, IronwoodDrive Financial Group, and Jared Linskens, Financial Professional.
What dining options are available near Equitable Advisors?
You can enjoy meals at Toro Tacos and Bowls, a nearby restaurant and diner offering convenient dining close to Equitable Advisors.
What notable venues or entertainment spots are near Equitable Advisors?
Nearby venues include the Milwaukee Center for events, The Peck Pavilion for arts and music performances, Steimke Theatre, and Inside Rep Education & Engagement for theatrical productions and performing arts.
Are there legal services close to Equitable Advisors if I need family or personal injury law assistance?
Yes, nearby legal service providers include Cordell & Cordell - Divorce Attorney Office, Cordell & Cordell Milwaukee - A Domestic Litigation Firm, Hupy and Abraham, S.C., and Hupy & Abraham for family and personal injury law needs.
Is there a bank or ATM near Equitable Advisors for convenient financial transactions?
Yes, nearby financial institutions include BMO Harris Bank and Wells Fargo Advisors, which provide banking and ATM services close to Equitable Advisors.
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