Osaic Wealth
43yrs
Top advisor by experience in Indiana
5yrs
Based in Indiana, Pennsylvania, Devon Murphy is a fiduciary financial advisor with 5 years of industry experience. Devon has been with Equitable Advisors since 2021. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 36 advisors with offices in Indiana, and one of 30 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office60 Hamill Road, Indiana, PA 15701
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowEquitable Advisors, LLCCurrent firm
Contact Devon
Local office(724) 465-8546Ask for Devon. (212) 314-4600Main office · New York, NY 60 Hamill RoadIndiana, PA 15701Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Devon
Tailored to Devon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Devon
How do I contact Devon?
Call Devon’s local office at (724) 465-8546 or the Equitable Advisors main office at (212) 314-4600, and ask for Devon Murphy.
How long has Devon been a financial advisor?
Devon has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Devon hold?
Series 66. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Devon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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