One National Life Drive
Montpelier, Vermont 05604
Tel: 800-344-7437
ESI FINANCIAL ADVISORS, formally registered with the SEC as ESI FINANCIAL ADVISORS. The firm was established in 07/09/1992. They have over 231 offices throughout the country.
ESI FINANCIAL ADVISORS is a Montpelier, Vermont based Financial Planning firm with nearly $2,124,751,345 assets under management, offering retirement planning & investment advisory services to 11558 clients. The firm is staffed with 450 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 265 |
SEC# | 801-41722 |
Assets Managed by Firm | $2,124,751,345 |
No. of Clients | 11558 |
No. of Advisors | 450 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 11558 | $2,124,751,345 |
Individuals (other than high net worth individuals) | 8556 | $1,153,052,962 |
High net worth individuals | 2659 | $884,841,037 |
Pension and profit sharing plans | 289 | $64,227,803 |
Charitable organizations | 4 | $2,158,667 |
Corporations or other businesses | 50 | $20,470,876 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$35,941,367,795 | 8 | 43 | |
$17,319,756,035 | 119 | 42 | |
$3,688,455,226 | 1684 | 37 | |
$1,723,412,484 | 2649 | 23 | |
$1,113,838,194 | 534 | 7 |
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