# Equivest Financial Advisors

Equivest Financial Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 281366
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281366

## About

EQUIVEST FINANCIAL ADVISORS LLC is a state-registered investment adviser with $64 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### What is the investment philosophy of Equivest Financial Advisors?

Equivest prioritizes long-term capital preservation and tax efficiency over short-term gains. The firm deploys capital across a diversified portfolio of equities, fixed income, real estate, and alternative assets, with an emphasis on risk management and wealth transfer outcomes.

## Related profiles

- [The Yanker Group](https://altss.com/profile/the-yanker-group)
- [OVIS CAPITAL, LLC](https://altss.com/profile/ovis-capital-llc)

---

Last updated: 2026-07-06T01:24:16.022Z

Canonical page: https://altss.com/profile/equivest-financial-advisors-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology