Esi Financial Advisors

Esi Financial Advisors (CRD# 265) is a financial advisory firm headquartered in Montpelier, VT. They manage $974,600,428 in 6,558 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    975
    MILLION
  • Total Number of Accounts
    6,558
    ACCOUNTS
  • Average Account Value
    $148,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Esi Financial Advisors
Showing 1 - 10 of 263 top financial advisors.
1
Donald R. Boisvert
CRD#: 1365798
835 Hanover Street, Suite 303, Manchester, NH 03104
98
Wealthminder
score

Donald Boisvert (CRD# 1365798) is an Investment Advisor Representative working at Esi Financial Advisors in Manchester, NH and has over 31 years of experience in the finance industry.

2
Jeffrey N. Berman
CRD#: 3081582
9515 Deereco Road, Suite 700, Lutherville-Timonium, MD 21093
96
Wealthminder
score

Jeffrey Berman (CRD# 3081582) is an Investment Advisor Representative working at Esi Financial Advisors in Lutherville-Timonium, MD and has over 18 years of experience in the finance industry. Jeffrey Berman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brian P. Branda
CRD#: 720439
One National Life Drive, Montpelier, VT 05604
96
Wealthminder
score

Brian Branda (CRD# 720439) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 35 years of experience in the finance industry. Brian Branda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael J. Branda
CRD#: 2388004
Houston, TX
96
Wealthminder
score

Michael Branda (CRD# 2388004) is an Investment Advisor Representative working at Esi Financial Advisors in Houston, TX and has over 23 years of experience in the finance industry. Michael Branda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Hillory P. Burkett
CRD#: 1702890
1050 Crown Pointe Parkway, Suite 1700, Atlanta, GA 30338
96
Wealthminder
score

Hillory Burkett (CRD# 1702890) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 29 years of experience in the finance industry. Hillory Burkett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Richard N. Cederberg
CRD#: 1568999
Phoenix, AZ
96
Wealthminder
score

Richard Cederberg (CRD# 1568999) is an Investment Advisor Representative working at Esi Financial Advisors in Phoenix, AZ and has over 23 years of experience in the finance industry.

7
Douglas Demay
CRD#: 5087619
624 Hebron Avenue, Suite 100, Glastonbury, CT 06033
96
Wealthminder
score

Douglas Demay (CRD# 5087619) is an Investment Advisor Representative working at Esi Financial Advisors in Glastonbury, CT and has over 10 years of experience in the finance industry.

8
Michael J. Fletcher
CRD#: 4764058
One National Life Drive, Montpelier, VT 05604
96
Wealthminder
score

Michael Fletcher (CRD# 4764058) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 8 years of experience in the finance industry.

9
John C. Gibson
CRD#: 1321584
5925 Carnegie Blvd, Suite 300, Charlotte, NC 28209
96
Wealthminder
score

John Gibson (CRD# 1321584) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 31 years of experience in the finance industry.

10
Robin M. Griffin
CRD#: 1447925
5925 Carnegie Blvd, Suite 300, Charlotte, NC 28209
96
Wealthminder
score

Robin Griffin (CRD# 1447925) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 30 years of experience in the finance industry.

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