Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Equity Services, Inc. financial advisors in New Jersey

Every SEC-registered investment adviser representative at a Equity Services, Inc. office in New Jersey, by city and A to Z.

35 registered advisors work at Equity Services, Inc. in New Jersey, out of 453 nationwide; it's the firm's number 3 state by advisors, and the most are in Red Bank (29). 3 list the CFP designation and 35 are also registered broker representatives.

Equity Services, Inc. advisors by city in New Jersey

Every firm in New Jersey →

Red Bank 29Roseland 3Marlton 1Pennington 1Tinton Falls 1

Equity Services, Inc. advisors in New Jersey, A to Z

Search by name →

Equity Services, Inc. in other states

New York 105Vermont 57Virginia 35Illinois 33Pennsylvania 31Georgia 22Florida 20North Carolina 19Texas 15Maryland 14California 13South Carolina 9Utah 6Connecticut 5Massachusetts 4Ohio 4Indiana 3Michigan 3Oregon 3Wisconsin 3

Questions

How many Equity Services, Inc. financial advisors are in New Jersey?

35 investment adviser representatives are registered at Equity Services, Inc. offices in New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 453 at the firm nationwide. 3 list the CFP designation and 35 are also registered as broker representatives.

Where in New Jersey does Equity Services, Inc. have the most advisors?

Red Bank, with 29, then Roseland (3). Equity Services, Inc. has advisors in 5 cities in New Jersey.

How do I check a Equity Services, Inc. advisor in New Jersey?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Equity Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.