Eqis Capital Management

Eqis Capital Management (CRD# 126052) is a financial advisory firm headquartered in San Rafael, CA. They manage $2,114,370,922 in 18,444 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,114
    MILLION
  • Total Number of Accounts
    18,444
    ACCOUNTS
  • Average Account Value
    $114,637
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Eqis Capital Management
Showing 1 - 10 of 35 top financial advisors.
1
Parker R. Holland
CRD#: 6279380
1500 Town Side Drive, Suite 201, Apex, NC 27502
103
Wealthminder
score

As a Chartered Financial Consultant (ChFC®) and a Registered Financial Consultant (RFC®), Parker Holland provides personalized needs-based analysis to develop customized solutions to ensure a client’s needs are met at every life stage and develops tailored solutions that meet long-term financial goals and objectives.  Parker maintains client relationships and ensures a high-quality experience for each and every client.

2
Joel T. Bennett
CRD#: 4186733
1000 4th St., Ste 650, San Rafael, CA 94901
93
Wealthminder
score

Joel Bennett (CRD# 4186733) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 17 years of experience in the finance industry.

3
Matthew D. Canter
CRD#: 5678510
1000 4th St., Ste 650, San Rafael, CA 94901
93
Wealthminder
score

Matthew Canter (CRD# 5678510) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 8 years of experience in the finance industry.

4
Peter J. D'arruda
CRD#: 2756672
1500 Town Side Drive, Suite 201, Apex, NC 27502
93
Wealthminder
score

Peter D'arruda (CRD# 2756672) is an Investment Advisor Representative working at Eqis Capital Management in Apex, NC and has over 10 years of experience in the finance industry.

5
Brian W. Debruin
CRD#: 4395337
1000 4th St., Ste 650, San Rafael, CA 94901
93
Wealthminder
score

Brian Debruin (CRD# 4395337) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 16 years of experience in the finance industry.

6
Stephen R. Fischer
CRD#: 5693810
1000 4th St., Ste 650, San Rafael, CA 94901
93
Wealthminder
score

Stephen Fischer (CRD# 5693810) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 8 years of experience in the finance industry.

7
Robert G. Harden
CRD#: 2856647
1000 4th St., Ste 650, San Rafael, CA 94901
93
Wealthminder
score

Robert Harden (CRD# 2856647) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 18 years of experience in the finance industry.

8
Matthew J. Henry
CRD#: 4840015
1000 4th St., Ste 650, San Rafael, CA 94901
93
Wealthminder
score

Matthew Henry (CRD# 4840015) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 13 years of experience in the finance industry.

9
Jason E. Luhan
CRD#: 5483636
1000 4th St., Ste 650, San Rafael, CA 94901
93
Wealthminder
score

Jason Luhan (CRD# 5483636) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 9 years of experience in the finance industry.

10
Thomas J. McDermott
CRD#: 4369434
1000 4th St., Ste 650, San Rafael, CA 94901
93
Wealthminder
score

Thomas McDermott (CRD# 4369434) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 10 years of experience in the finance industry.

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