A streamlined transition for established advisors
Discover how a financial advisor can transition with Equitable Advisors using transition support, ACAT transfers, and tools to manage your book of business.
A dedicated team for your transition
Transitioning your practice to a new firm is a significant step, and we want to make sure it's a world-class experience. Our dedicated onboarding team provides personalized guidance and resources to help you with a smooth transition and allow you to enhance your practice the way you want.
Transition approach
We handle the heavy lifting so you can focus on your clients
To save you time and paperwork headaches, we assess your clients’ portfolios and move their assets, streamlining the process by populating necessary documents required for client account transitions.
Timeline
Your transition timeline
4-8 weeks pre-transition
Focus on the logistics
We focus on the logistics of setting you up for success with us. You’ll work with our dedicated transition team to get you and your clients transitioned.
Post-transition – 6 months
Client movement and digital adoption
We offer a 6-month transition support package. Initial focus is geared toward client movement and ensuring you are fully adopted into our digital package.
Day One – many years to come
Ongoing support
From your first day and throughout your journey with Equitable Advisors, your local Market Leader will offer ongoing support to help you succeed.
Join us
See what supported independence can do for you
Experienced advisors
You’re in control but not alone as you serve your clients, scale your practice and choose your own path.
New advisors
When you join our team, we support and reward your growth as you build a prupose-driven practice.
FAQs
We offer personalized transition plans, dedicated support teams and tools to minimize disruptions for you and your clients.
Advisors gain access to marketing tools, administrative support, compliance resources and training programs to ensure a seamless start.
We provide clear communication strategies and resources to keep your clients informed, reassured and confident throughout the transition.
Our process combines tailored guidance, robust resources and ongoing support to help advisors and their clients thrive from day one.
Interested in learning more?
GE-8781456.4 (04/2026) (Exp. 01/2030)
1345 Avenue of the Americas
New York, NY 10105
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IMPORTANT: This informational and educational website does not offer or constitute investment advice or the direct or indirect recommendation of any particular investment, financial product, or the appropriateness of any particular option, product, or service. Your unique needs, goals, and circumstances require the individualized attention of your own financial professional. “Advisor” is used as a general term throughout this website to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisers, respectively. “Advisor” does not exclusively refer to investment advisor representatives or financial advisory/planning services. Duly-registered and duly-licensed representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment adviser, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Equitable Advisors, LLC its affiliates and associates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. For more information about Equitable Advisors, LLC you may visit equitableadvisors.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V.