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Your Business.
Your Vision.

Equity Services, Inc. is Your Broker-Dealer and RIA

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“We are THE relationship-based firm. We deeply care about the success of our Advisors and Registered Reps. Their success is our success.”

“We are THE relationship-based firm. We deeply care about the success of our Advisors and Registered Reps. Their success is our success.”

- Ata Azarshahi, President & CEO

Advisor-Client relationships are the foundation of this industry, and Equity Services, Inc. believes that building strong relationships with our Reps is just as important. We focus on providing an advisor experience that is personal and exceptional.

Advisor Focused

Advisor Focused

At ESI, your voice matters. We work with you and welcome your input and feedback, whether you engage through our ESI Field Advisory Committee or by direct outreach to our leadership team. If you have an idea, we’ll have a discussion.  

Our Operations team is focused on both efficiency and knowledge so that when you call, we’ll have answers. Our Compliance team believes in collaboration, listening intently, and working together to find solutions. Our solutions-driven Business Development team brings you sales and marketing resources to build the business you envision.

Unparalleled Service

Unparalleled Service

We constantly strive to give our reps the gift of time — whether it’s driving software integration or the in-depth knowledge of our associates, our reps spend their time where it matters most — with their clients.

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