HEALTHEQUITY ADVISORS
SEC RegisteredInvesting Advisory Services for the HSA market
About the firm
HealthEquity Advisors, LLC is a wholly owned subsidiary of HealthEquity, Inc. and an SEC-registered investment adviser that provides fiduciary fund selection services and web-based investment advisory services for the HSA market. All mutual fund options must meet rigorous selection and retention requirements, with a diverse lineup of active and passive funds across 11 asset categories.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fiduciary fund selection services, mutual fund research and reporting for HSA administrators and HSA account-holders, and individualized web-based investment advisory tools (Advisor) that provide guidance on asset class allocation and mutual fund diversification based on a member's risk profile.
Who they serve
HSA account-holders and HSA administrators, including investing members regardless of age, HSA balance, or investment experience
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 178,476 | $2.0B |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HEALTHEQUITY ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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