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Sunday, October 11, 2026The Morning Brief →Sign in
firm

Equitable Advisors

NEW YORK, NY
CRD: 6627
In network coverage since September 10, 2026 · 12 stories
$47.3BRegulatory AUMSEC Form ADV · Oct 10
5,674EmployeesForm ADV
1Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Aug 22 – Oct 10
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Michael Biggs
Oct 7 · to Osaic
Deal recordFull tracker →
Sep 17, 26Fund launchBenefit Trust Company · T. Rowe Price — coverage
Network coverage
Features

Ascentis Adds $1B in Practices, Keeps Raymond James Custody

Osaic recruits a $245 million advisor, Merit buys a $1.1 billion Buffalo-area RIA, and Cetera adds a $235 million Commonwealth team.
Moves · Oct 7Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL
The Close · Oct 1Advisors start retirement cash-flow work years before a business sale
Moves · Sep 25AllianceBernstein hands its wealth builder the CEO job
RIA · Sep 25Jump rents the same AI to rivals; Altruist owns the record
credit · Sep 23Samsung's China unit keeps its A as the group buys control
investments · Sep 23CITs answer to bank examiners. Sponsors answer for the rest.
the_wrap · Sep 21The $51.2 trillion record is a price; the exit is the product
the_wrap · Sep 18Equitable rents a glidepath as CITs take the target-date market
the_wrap · Sep 11Strategics are taking insurance control, and sponsors are the sellers
the_wrap · Sep 10A capital charge puts Bermuda's $375 billion sidecar stack on trial
the_wrap · Sep 10The calm that builds the next wave
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