Why Invest With Us


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.

Team up with an Equity Associates advisor to help guide you through these tough decisions.