ESI FINANCIAL ADVISORS is a Montpelier, Vermont based financial advisory firm with nearly $2,124,751,345 in assets under management and provides investment advisory services for 11558 clients. There are currently 450 financial advisors at the firm.
General Information |
| Firm CRD#: | 265 | |
| SEC#: | 801-41722 | |
| Assets under Management: | $2,124,751,345 | |
| No. of Clients: | 11558 | |
| No. of Advisors: | 450 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| BROADLAKE FINANCIAL MANAGEMENT | 105057 | 801-34761 | 1178 | 4 | $322,510,452 |
| ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC | 312253 | 801-120352 | 898 | 3 | $229,248,760 |
| WILLIAMS FINANCIAL, LLC | 137038 | 801-118678 | 797 | 7 | $174,473,081 |
| BENNINGTON FINANCIAL PLANNING GROUP | 116302 | 801-118801 | 642 | 3 | $183,736,565 |
| QUANTUM LEAP CAPITAL, LLC | 165310 | 801-130581 | 638 | 7 | $104,998,332 |
| OTTO & ASSOCIATES, INC. | 109493 | 801-58024 | 591 | 6 | $223,460,728 |
| INTRACK INVESTMENT MANAGEMENT, INC. | 106450 | 801-79488 | 553 | 5 | $264,211,509 |
| FARROW FINANCIAL INC | 110526 | 801-15865 | 544 | 4 | $242,091,764 |
| COPPER LEAF FINANCIAL, LLC | 285378 | 801-120617 | 537 | 5 | $189,991,396 |
| WESTVIEW INVESTMENT ADVISORS | 305655 | 801-117557 | 471 | 4 | $196,770,348 |
| DEMPSEY INVESTMENT MANAGEMENT, LLC | 134667 | 801-127621 | 466 | 1 | $146,102,481 |
| HUTNER CAPITAL MANAGEMENT INC. | 107896 | 801-79521 | 116 | 4 | $193,851,090 |
| BASCOMB MADISON & JAMES CAPITAL MANAGEMENT | 154148 | 801-76788 | 51 | 1 | $148,371,642 |
| BIRCHVIEW CAPITAL, LP | 170534 | 801-79710 | 16 | 3 | $188,066,895 |
| TEUCRIUM INVESTMENT ADVISORS, LLC | 318799 | 801-123441 | 4 | 11 | $123,173,578 |