Equius Partners Review

Is this your firm? Access your Trusted badge


The following automated report was generated using SEC and FINRA data and was last updated on April 1st, 2020*. For data support, email "support@investor.com".

Equius Partners, federally registered in 1984, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 7 advisors. Equius Partners manages $941.9 million and provides investment advisory services for 739 clients (1:106 advisor/client ratio).

Equius Partners does meet the requirements to be Trusted by investor.com. Regulatory data checked includes disciplinary disclosures such as felony convictions, monetary penalties, and regulation violations, among others. We also checked for other conflicts of interest that can impact client costs, including 12B-1 Fees, commissions, and insurance affiliations.


Firm Information Value
Advisors Directory View Directory
Avg Advisor Years Registered 15
Percentage of Advisors Trusted 100%
Minimum Investment $0
Average Client Balance $1,274,601
Total AUM $941.9 million
Advisor / Client Ratio 1:106
Headquarters Novato, CA
SEC Filings View SEC IAPD CRD #110450
State(s) Registered AZ, CA, FL, HI, IN, MA, NY, OR, TX, WA

Portfolio Fees Check *COMING SOON*

Submit your brokerage statement and have investor.com investigate your financial advisor fees!

Was this page helpful?

Yes or No

*SEC data last verified 04/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.