Equius Partners, Inc.

Equius Partners, Inc. (CRD# 110450) is a financial advisory firm headquartered in Novato, CA. They manage $880,409,303 in 1,264 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    880
    MILLION
  • Total Number of Accounts
    1,264
    ACCOUNTS
  • Average Account Value
    $696,526
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

CA, FL, HI, IN, NY, OR, TX, WA

Financial Advisors at Equius Partners, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Philip W. Jonckheer
CRD#: 2309161
3 Hamilton Landing, Suite 130, Novato, CA 94949
96
Wealthminder
score

Philip Jonckheer (CRD# 2309161) is an Investment Advisor Representative working at Equius Partners, Inc. in Novato, CA and has over 25 years of experience in the finance industry.

2
Jeffrey C. Troutner
CRD#: 705722
3 Hamilton Landing, Suite 130, Novato, CA 94949
93
Wealthminder
score

Jeffrey Troutner (CRD# 705722) is an Investment Advisor Representative working at Equius Partners, Inc. in Novato, CA and has over 38 years of experience in the finance industry.

3
Thomas J. Troutner
CRD#: 5416579
3 Hamilton Landing, Suite 130, Novato, CA 94949
93
Wealthminder
score

Thomas Troutner (CRD# 5416579) is an Investment Advisor Representative working at Equius Partners, Inc. in Novato, CA and has over 9 years of experience in the finance industry.

4
David A. Wootton
CRD#: 5899721
3 Hamilton Landing, Suite 130, Novato, CA 94949
93
Wealthminder
score

David Wootton (CRD# 5899721) is an Investment Advisor Representative working at Equius Partners, Inc. in Novato, CA and has over 7 years of experience in the finance industry.

5
Jason J. Zahorenko
CRD#: 4131760
3 Hamilton Landing, Suite 130, Novato, CA 94949
93
Wealthminder
score

Jason Zahorenko (CRD# 4131760) is an Investment Advisor Representative working at Equius Partners, Inc. in Novato, CA and has over 18 years of experience in the finance industry.

6
Dustin A. Dhanani
CRD#: 6642150
3 Hamilton Landing, Suite 130, Novato, CA 94949
88
Wealthminder
score

Dustin Dhanani (CRD# 6642150) is an Investment Advisor Representative working at Equius Partners, Inc. in Novato, CA and has 1 year of experience in the finance industry.

7
Lachlan M. Maclean Jr.
CRD#: 6879247
3 Hamilton Landing, Suite 130, Novato, CA 94949
87
Wealthminder
score

Lachlan Maclean Jr. (CRD# 6879247) is an Investment Advisor Representative working at Equius Partners, Inc. in Novato, CA and has 1 year of experience in the finance industry.

8
Frederick H. Borden
CRD#: 853425
3 Hamilton Landing, Suite 130, Novato, CA 94949
86
Wealthminder
score

Frederick Borden (CRD# 853425) is an Investment Advisor Representative working at Equius Partners, Inc. in Novato, CA and has over 11 years of experience in the finance industry. Frederick Borden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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