Why Partner with an Equity Associates Advisor?


  • In order to join Equity Associates Inc., advisors must have an established book of business and a professional reputation within the community.



  • Equity Associates Inc. is a privately owned mutual fund dealer independent of any bank or mutual fund company ownership.
  • Ability to purchase funds from a breadth of suppliers in various load options (Front-End Load, Low-Load, Deferred Sales Charge)
  • Equity Associates Inc. does not engage in investment banking or sell-side activities which prevents advisors from forcing unsuitable products upon clients.


Aligned Interests based (Performance)

  • Commission Structure
  • Our advisors compensation increases when their client’s net asset value increases, which aligns the interests of the client and the advisor.


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