Equita Financial Network, Inc.

Equita Financial Network, Inc. is an SEC‑registered advisory firm that serves individual and high‑net‑worth clients with comprehensive financial planning, investment management, and ongoing financial consulting services. The firm reports $390,965,587 in discretionary assets under management and operates with 15 advisors serving about 434 clients across 18 offices.

The firm’s investment approach emphasizes market efficiency and strategic asset allocation, and it builds client‑specific investment policy statements to guide portfolio construction and risk tolerance. Equita provides discretionary management, may engage sub‑advisers, and uses the Schwab Managed Account Marketplace to select managers while allowing clients to impose reasonable investment restrictions.

Equita’s network model is a notable feature: investment adviser representatives operate under their own legal DBAs while delivering services through Equita, and the firm also provides paraplanning support and a “Community Membership” program (online community, webinars, mastermind groups) to unaffiliated advisers. The firm offers retainer‑based ongoing consulting, partners with a third‑party tax services provider (Ontrail/Uprise) for select clients, and discloses the ability to hire or terminate sub‑advisers without prior client consent.