Equinox Financial Advisors, INC.: new SEC registration, $111M AUM, Manchester Center, VT
Equinox Financial Advisors, INC. (Manchester Center, Vermont): new SEC registration, $111M AUM, Manchester Center, VT. Its amount of 111 is below the median of 134 (25th percentile). Dated 77 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 111 · 25th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 2 related VT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Equinox Financial Advisors, INC. |
| Legal name | Equinox Financial Advisors, INC. |
| CRD | 312716 |
| Status | Approved |
| Registered with the SEC | 2026-08-20 |
| Latest Form ADV filing | 2026-08-07 |
| Location | Manchester Center, VT, United States |
| Regulatory AUM | $110,918,449 |
| Accounts | 595 |
| Employees | 2 |
| Website | https://www.linkedin.com/in/equinox-financial-advisors-5406162b0/ |
| amount percentile | 25th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (3 VT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Equinox Financial Advisors, INC.
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of VT records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Equinox Financial Advisors + all 3 VT records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-20
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (VT first): Milne Financial Planning, INC. · Stage 2 Planning Partners LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Equinox Financial Advisors, INC. and 3 Vermont peers
- Vermont NewRiaPulse records like this one: 3
- Equinox Financial Advisors, INC.'s amount: 25th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Vermont peer: $600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $111M under management.
- Website on file.
What is the NewRiaPulse record for Equinox Financial Advisors, INC. in Manchester Center, Vermont?
Equinox Financial Advisors, INC. received SEC registration as an investment adviser (2026-08-20) with $110,918,449 in regulatory assets under management, based in Manchester Center, VT.
How does Equinox Financial Advisors, INC. compare to other Vermont NewRiaPulse records?
Its amount of 111 is below the median (25th percentile); smaller records often move faster and face less competition. It is 77 days old; check the official source for later updates before acting.
Equinox Financial Advisors, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Equinox Financial Advisors, INC. | Manchester Center, VT | 111 | 25th | 2026-08-20 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Vermont NewRiaPulse: Approved
More Vermont public-record feeds
FEMA Hazard Mitigation Project Tracker in Vermont New MSHA Citations at Mines & Quarries by State in Vermont New Grants by Vendor Procurement Need in Vermont Federal Alcohol Permit Holder Directory in Vermont School & Library E-Rate Contracts Up for Rebid in Vermont Nursing Home Inspection Deficiencies by State & Severity in Vermont New, Terminating & Large 401(k) Plans from Form 5500 Filings in Vermont New NSF Research Awards by Institution in Vermont
How to monitor Equinox Financial Advisors, INC. and peer approved records
Get new NewRiaPulse records like Equinox Financial Advisors, INC. by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.