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ESI FINANCIAL ADVISORS

One National Life Drive
Montpelier, Vermont 05604
Tel: 800-344-7437

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About ESI FINANCIAL ADVISORS

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.

Firm Information

SEC Current StatusApproved
Firm CRD#265
SEC#801-41722
Assets Managed by Firm$2,124,751,345
No. of Clients11558
No. of Advisors450

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total11558$2,124,751,345
Individuals (other than high net worth individuals)8556$1,153,052,962
High net worth individuals2659$884,841,037
Pension and profit sharing plans289$64,227,803
Charitable organizations4$2,158,667
Corporations or other businesses50$20,470,876

More Retirement Planning firms in Montpelier, Vermont:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
NLG CAPITAL, INC.
One National Life Drive
Montpelier, VT, 05604
$35,941,367,795843
CHAMPLAIN INVESTMENT PARTNERS, LLC
180 Battery Street, Suite 400
Burlington, VT, 05401-5334
$17,319,756,03511942
MANCHESTER CAPITAL MANAGEMENT LLC
3657 Main Street
Manchester, VT, 05254
$3,688,455,226168437
MAPLE CAPITAL MANAGEMENT, INC.
535 Stone Cutters Way
Montpelier, VT, 05602
$1,723,412,484264923
TRG INVESTMENT ADVISORS, LLC
48 Harris Place
Brattleboro, VT, 05301
$1,113,838,1945347

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