Independent Broker-Dealer · Independent channel
Equitable Advisors
Includes the history of Stifel Independent Advisors (business bought February 2026)
Operate an independent practice through the broker-dealer and its corporate advisory arrangement where used.
- Website
- equitableadvisors.com
- Regulator record
- EQUITABLE ADVISORS, LLC (FINRA)
Recorded arrivals
2
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
$111M
Reported practice assets · 2 of 2 disclosed
Departure assets
$245M
Reported practice assets · 1 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
01
2
Departures went to
Destination firms, by number of teams
01
1
Arrivals 2
Teams joining Equitable Advisors in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Aug 19 | Breakaway | Amanda LeijaNorth Little Rock, AR | Edward JonesWirehouses, Banks & BDs | $45M | AdvisorHub |
| Aug 19 | Breakaway | Matt YanceySacramento, CA | Edward JonesWirehouses, Banks & BDs | $66M | AdvisorHub |
Departures 1
Teams leaving Equitable Advisors in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 6 | Lateral | Michael BiggsClarksville, TN | OsaicIndependent Broker-Dealer | $245M | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.