RIA Intel›Advisers›Michigan›EQUIVEST FINANCIAL ADVISORS LLC

EQUIVEST FINANCIAL ADVISORS LLC

Advisory

MI

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in MI

#468

of 521 advisers by AUM

Average account

$260K

across 244 accounts

AUM per adviser

$64M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$64M

Discretionary AUM$64M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients123

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

123 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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WEALTH MANAGEMENT PARTNERS LLC

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BOWLINE FINANCIAL, LLC

GROSSE POINTE WOODS, MI

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$64M

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