Equity Advisor Solutions, LLC provides custody, technology, and back-office services specifically for Registered Investment Advisors (RIAs). The company positions itself as a boutique alternative to larger custodians, focusing on personalized service and flexible technology to help advisors manage and grow their businesses. In 2021, Equity Advisor Solutions was acquired by Orion Advisor Solutions, a major provider of wealthtech solutions, to integrate its custodial services into Orion's comprehensive platform for financial advisors.

Founded in

United States