A complete list of active advisors currently associated with EQUINET, Inc.

Warmer can help you find a great advisor at EQUINET, Inc. or one who fits your needs even better.

EquiNet provides investment advisory services to individual investors, offering guidance across mutual funds, listed and over‑the‑counter equities, municipal and U.S. government securities, commercial paper, and certificates of deposit. The firm serves individual clients without imposing an account minimum and also offers limited, consultative engagements. The firm operates on a non‑discretionary basis, collecting suitability information to establish investment objectives, experience, and time horizon while leaving final trading decisions to clients. EquiNet conducts semi‑annual account reviews, recommends no‑load mutual funds, and places client assets with discount brokerage custodians; it does not take custody of client assets or vote client proxies. Compared with many independent advisers, EquiNet’s primary use of non‑discretionary relationships is unusual and signals a client‑directed, consultative approach. The firm is long‑standing (founded in 1987), maintains a small client base, has no broker‑dealer affiliations, does not accept performance‑based fees, and is not registered with the SEC.

To learn more about the advisors currently working at EQUINET, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.