Esi Financial Advisors

Esi Financial Advisors (CRD# 265) is a financial advisory firm headquartered in Montpelier, VT. They manage $1,758,669,569 in 9,572 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,759
    MILLION
  • Total Number of Accounts
    9,572
    ACCOUNTS
  • Average Account Value
    $183,731
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
  • 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 425 top financial advisors.
1
Roberto P. Abele
CRD#: 6147027
One National Life Drive, Montpelier, VT 05604

Roberto Abele (CRD# 6147027) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 8 years of experience in the finance industry.

2
Richard J. Abernathy
CRD#: 3151669
755 W Big Beaver Road, Suite 2050, Troy, MI 48084

Richard Abernathy (CRD# 3151669) is an Investment Advisor Representative working at Esi Financial Advisors in Troy, MI and has over 22 years of experience in the finance industry.

3
Damien M. Adams
CRD#: 3147549
15455 Dallas Parkway, Suite 800, Addison, TX 75001

Damien Adams (CRD# 3147549) is an Investment Advisor Representative working at Esi Financial Advisors in Addison, TX and has over 22 years of experience in the finance industry.

4
Vincent J. Aimetti
CRD#: 2882255
333 Westchester Avenue, South Building Suite 3302, White Plains, NY 10604

Vincent Aimetti (CRD# 2882255) is an Investment Advisor Representative working at Esi Financial Advisors in White Plains, NY and has over 24 years of experience in the finance industry.

5
Patricia A. Almony
CRD#: 2067244
9515 Deereco Road, Suite 700, Lutherville-Timonium, MD 21093

Patricia Almony (CRD# 2067244) is an Investment Advisor Representative working at Esi Financial Advisors in Lutherville-Timonium, MD and has over 31 years of experience in the finance industry.

6
Darrell W. Amsden
CRD#: 1497594
950 E State Highway 114, Suite 140, Southlake, TX 76092

Darrell Amsden (CRD# 1497594) is an Investment Advisor Representative working at Esi Financial Advisors in Southlake, TX and has over 35 years of experience in the finance industry.

7
Janet E. Augustine
CRD#: 5311347
550 Polaris Parkway, Suite 550, Westerville, OH 43082

Janet Augustine (CRD# 5311347) is an Investment Advisor Representative working at Esi Financial Advisors in Westerville, OH and has over 14 years of experience in the finance industry.

8
Meredith T. Augustoni
CRD#: 1221155
354 Mountain View Dr., Suite 200, Colchester, VT 05446

Meredith Augustoni (CRD# 1221155) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 21 years of experience in the finance industry.

9
Sage T. Bahre
CRD#: 2369132
Arvada, CO

Sage Bahre (CRD# 2369132) is an Investment Advisor Representative working at Esi Financial Advisors in Arvada, CO and has over 18 years of experience in the finance industry.

10
Thomas A. Bailey
CRD#: 4140683
624 Hebron Avenue., Bldg 3, Suite 100, Glastonbury, CT 06033

Thomas Bailey (CRD# 4140683) is an Investment Advisor Representative working at Esi Financial Advisors in Glastonbury, CT and has over 21 years of experience in the finance industry.

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