Equitable Holdings EQH Investment Advice — Revenues, Adjusted

Similar metrics at other companies

RJFInvestment Advisory Management And Administrative Service — Revenue

$151.41M+30.8%

JHGInvestment Advice — Revenue (Gross)

$576.2M+12.3%

EVRAdvisory Fees — Revenue from Contract with Customer

$1.24B+123%

JEFInvestment banking - Advisory — Revenues from contracts with customers

$527.13M+32.5%

SFInvestment Advisory Management And Administrative Service — Revenue

$459.46M+12.2%

CIMInvestment Advisory Services — Equity Method Investment Summarized Financial Information Revenue

$1.05M—

Questions, answered.

What is Equitable Holdings's investment advice — revenues, adjusted?

Equitable Holdings (EQH) reported investment advice — revenues, adjusted of $47M in Q1 2026.

How has Equitable Holdings's investment advice — revenues, adjusted changed year-over-year?

Equitable Holdings's investment advice — revenues, adjusted increased by 11.9% year-over-year, from $42M to $47M.

What is the long-term trend for Equitable Holdings's investment advice — revenues, adjusted?

Over 3 years (2022 to 2025), Equitable Holdings's investment advice — revenues, adjusted has grown at a 9.7% compound annual growth rate (CAGR), from $134M to $177M.

What does investment advice — revenues, adjusted mean?

The core revenue earned from providing investment advisory services, adjusted to show the underlying performance of the business.

How do you interpret investment advice — revenues, adjusted?

An increase indicates successful growth in assets under management or higher fee penetration, while a decrease may signal client attrition or market-driven fee compression.

How does investment advice — revenues, adjusted compare across companies?

Comparable to fee-based revenue or advisory income reported by other diversified financial services and wealth management firms.