Active
ESI FINANCIAL ADVISORS
Investment Advice|MONTPELIER, VT
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$2.5B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 527.1M |
| Non-Discretionary | 1.9B |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 265 |
| SEC Number | 801-41722 |
| Street Address | ONE NATIONAL LIFE DRIVE |
| Location | MONTPELIER, VT 05604 |
| Country | United States |
| Phone | 800-344-7437 |
| Fax | 802-229-7244 |
| Total Employees | 470 |
| Business Types | broker_dealer, insurance_broker |
Client Count by Type (12,116 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 8,860 |
| High Net Worth Individual… | 2,919 |
| Pension/Profit Sharing Pl… | 291 |
| Corporations/Businesses | 42 |
| Charitable Organizations | 4 |
Community Partners
CITY OF BARRE
CITY OF MONTPELIER
COUNTY OF WASHINGTON
MARSHFIELD, TOWN OF
TOWN OF BARRE
TOWN OF BERLIN
TOWN OF BOLTON
TOWN OF CABOT
TOWN OF CALAIS
TOWN OF DUXBURY
TOWN OF EAST MONTPELIER
TOWN OF FAYSTON
TOWN OF MARSHFIELD
TOWN OF MIDDLESEX
TOWN OF MORETOWN
TOWN OF NORTHFIELD
TOWN OF ROXBURY
TOWN OF WAITSFIELD
TOWN OF WARREN
TOWN OF WATERBURY
CITY OF BARRE
CITY OF MONTPELIER
COUNTY OF WASHINGTON
MARSHFIELD, TOWN OF
TOWN OF BARRE
TOWN OF BERLIN
TOWN OF BOLTON
TOWN OF CABOT
TOWN OF CALAIS
TOWN OF DUXBURY
TOWN OF EAST MONTPELIER
TOWN OF FAYSTON
TOWN OF MARSHFIELD
TOWN OF MIDDLESEX
TOWN OF MORETOWN
TOWN OF NORTHFIELD
TOWN OF ROXBURY
TOWN OF WAITSFIELD
TOWN OF WARREN
TOWN OF WATERBURY
CITY OF BARRE
CITY OF MONTPELIER
COUNTY OF WASHINGTON
MARSHFIELD, TOWN OF
TOWN OF BARRE
TOWN OF BERLIN
TOWN OF BOLTON
TOWN OF CABOT
TOWN OF CALAIS
TOWN OF DUXBURY
TOWN OF EAST MONTPELIER
TOWN OF FAYSTON
TOWN OF MARSHFIELD
TOWN OF MIDDLESEX
TOWN OF MORETOWN
TOWN OF NORTHFIELD
TOWN OF ROXBURY
TOWN OF WAITSFIELD
TOWN OF WARREN
TOWN OF WATERBURY
Municipal Government
23 Active
23
Organizations
BARRE HOUSING AUTHORITY
BERLIN FIRE VOLUNTEER DEPARTMENT 1
CENTRAL VERMON COMMUNICATIONS UNION DISTRICT
CENTRAL VERMONT REGIONAL PLANNING COMMISSION
CVSWMD
EDWARD FARRAR UTILITY DISTRICT
GRANITEVILLE FIRE DISTRICT 4
MAD RIVER RESOURCE MANAGEMENT ALLIANCE
MAD RIVER VALLEY RECREATION DISTRICT
MONTPELIER HOUSING AUTHORITY
VERMONT ECONOMIC DEVELOPMENT AUTHORITY
VERMONT PUBLIC POWER SUPPLY AUTHORITY
WINOOSKI NATURAL RESOURCES CONSERVATION DISTRICT
WINOOSKI SOIL & WATER CONSERVATION DISTRICT
WORCESTER FIRE DISTRICT 1
WRIGHTSVILLE BEACH RECREATION DIST
BARRE HOUSING AUTHORITY
BERLIN FIRE VOLUNTEER DEPARTMENT 1
CENTRAL VERMON COMMUNICATIONS UNION DISTRICT
CENTRAL VERMONT REGIONAL PLANNING COMMISSION
CVSWMD
EDWARD FARRAR UTILITY DISTRICT
GRANITEVILLE FIRE DISTRICT 4
MAD RIVER RESOURCE MANAGEMENT ALLIANCE
MAD RIVER VALLEY RECREATION DISTRICT
MONTPELIER HOUSING AUTHORITY
VERMONT ECONOMIC DEVELOPMENT AUTHORITY
VERMONT PUBLIC POWER SUPPLY AUTHORITY
WINOOSKI NATURAL RESOURCES CONSERVATION DISTRICT
WINOOSKI SOIL & WATER CONSERVATION DISTRICT
WORCESTER FIRE DISTRICT 1
WRIGHTSVILLE BEACH RECREATION DIST
BARRE HOUSING AUTHORITY
BERLIN FIRE VOLUNTEER DEPARTMENT 1
CENTRAL VERMON COMMUNICATIONS UNION DISTRICT
CENTRAL VERMONT REGIONAL PLANNING COMMISSION
CVSWMD
EDWARD FARRAR UTILITY DISTRICT
GRANITEVILLE FIRE DISTRICT 4
MAD RIVER RESOURCE MANAGEMENT ALLIANCE
MAD RIVER VALLEY RECREATION DISTRICT
MONTPELIER HOUSING AUTHORITY
VERMONT ECONOMIC DEVELOPMENT AUTHORITY
VERMONT PUBLIC POWER SUPPLY AUTHORITY
WINOOSKI NATURAL RESOURCES CONSERVATION DISTRICT
WINOOSKI SOIL & WATER CONSERVATION DISTRICT
WORCESTER FIRE DISTRICT 1
WRIGHTSVILLE BEACH RECREATION DIST
Special District
16 Active
16
Organizations
BARRE UNIFIED UNION SCHOOL DISTRICT 97
CABOT SCHOOL DISTRICT
CABOT TOWN SCH DIST
CENTRAL VERMONT CAREER CENTER
HARWOOD UNIFIED UNION SCHOOL DISTRICT
MONTPELIER-ROXBURY PUBLIC SCH DIST
MONTPELIER ROXBURY SCHOOL DISTRICT
WASHINGTON CENTRAL UNIFIED UNION SCH DISTRICT 92
BARRE UNIFIED UNION SCHOOL DISTRICT 97
CABOT SCHOOL DISTRICT
CABOT TOWN SCH DIST
CENTRAL VERMONT CAREER CENTER
HARWOOD UNIFIED UNION SCHOOL DISTRICT
MONTPELIER-ROXBURY PUBLIC SCH DIST
MONTPELIER ROXBURY SCHOOL DISTRICT
WASHINGTON CENTRAL UNIFIED UNION SCH DISTRICT 92
BARRE UNIFIED UNION SCHOOL DISTRICT 97
CABOT SCHOOL DISTRICT
CABOT TOWN SCH DIST
CENTRAL VERMONT CAREER CENTER
HARWOOD UNIFIED UNION SCHOOL DISTRICT
MONTPELIER-ROXBURY PUBLIC SCH DIST
MONTPELIER ROXBURY SCHOOL DISTRICT
WASHINGTON CENTRAL UNIFIED UNION SCH DISTRICT 92
School District
8 Active
8
Organizations
539 MAD-DOG CHAPTER OF TROUT UNLIMITED
57 WEST RIVER ANCHOR LODGE
802 CREDIT UNION
ABUNDANT SILENCE
ACROSS ROADS CENTER FOR THE ARTS INC
ADAMANT COMMUNITY CULTURAL FOUNDATION
ADDISON COUNTY BOARD OF REALTORS
ADDISON COUNTY FARM BUREAU ASSOCIATION INCORPORATED C/O CARLE
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGRITECH INSTITUTE FOR SMALL
ALCHEMIST FOUNDATION INC
ALCOHOL & DRUG ABUSE COUNCIL OF CENTRAL VERMONT INC
ALDRICH PUBLIC LIBRARY INC
ALL BRAINS BELONG VT INC
ALLIANCE FOR A BETTER VERMONT
ALLIANCE FOR RETIRED AMERICANS
ALLIED COMMUNITY DEVELOPMENT COLLECTIVE INC
ALL SEASONS VT INC
ALMOST HOME DOG RESCUE AND REHAB INC
539 MAD-DOG CHAPTER OF TROUT UNLIMITED
57 WEST RIVER ANCHOR LODGE
802 CREDIT UNION
ABUNDANT SILENCE
ACROSS ROADS CENTER FOR THE ARTS INC
ADAMANT COMMUNITY CULTURAL FOUNDATION
ADDISON COUNTY BOARD OF REALTORS
ADDISON COUNTY FARM BUREAU ASSOCIATION INCORPORATED C/O CARLE
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGRITECH INSTITUTE FOR SMALL
ALCHEMIST FOUNDATION INC
ALCOHOL & DRUG ABUSE COUNCIL OF CENTRAL VERMONT INC
ALDRICH PUBLIC LIBRARY INC
ALL BRAINS BELONG VT INC
ALLIANCE FOR A BETTER VERMONT
ALLIANCE FOR RETIRED AMERICANS
ALLIED COMMUNITY DEVELOPMENT COLLECTIVE INC
ALL SEASONS VT INC
ALMOST HOME DOG RESCUE AND REHAB INC
539 MAD-DOG CHAPTER OF TROUT UNLIMITED
57 WEST RIVER ANCHOR LODGE
802 CREDIT UNION
ABUNDANT SILENCE
ACROSS ROADS CENTER FOR THE ARTS INC
ADAMANT COMMUNITY CULTURAL FOUNDATION
ADDISON COUNTY BOARD OF REALTORS
ADDISON COUNTY FARM BUREAU ASSOCIATION INCORPORATED C/O CARLE
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGRITECH INSTITUTE FOR SMALL
ALCHEMIST FOUNDATION INC
ALCOHOL & DRUG ABUSE COUNCIL OF CENTRAL VERMONT INC
ALDRICH PUBLIC LIBRARY INC
ALL BRAINS BELONG VT INC
ALLIANCE FOR A BETTER VERMONT
ALLIANCE FOR RETIRED AMERICANS
ALLIED COMMUNITY DEVELOPMENT COLLECTIVE INC
ALL SEASONS VT INC
ALMOST HOME DOG RESCUE AND REHAB INC
Nonprofit Organization
808 Active
808
Organizations
Community Partners97 organizations
CITY OF BARRE
Municipal Government·BARRE
COUNTY OF WASHINGTON
Municipal Government·MONTPELIER
MARSHFIELD, TOWN OF
Municipal Government·MARSHFIELD
TOWN OF BARRE
Municipal Government·WEBSTERVILLE
TOWN OF BERLIN
Municipal Government·BERLIN
TOWN OF BOLTON
Municipal Government·WATERBURY
TOWN OF CALAIS
Municipal Government·EAST CALAIS
TOWN OF DUXBURY
Municipal Government·WATERBURY
TOWN OF EAST MONTPELIER
Municipal Government·EAST MONTPELIER
TOWN OF MIDDLESEX
Municipal Government·MIDDLESEX
TOWN OF WAITSFIELD
Municipal Government·WAITSFIELD
TOWN OF WATERBURY
Municipal Government·WATERBURY
TOWN OF WOODBURY
Municipal Government·WOODBURY
TOWN OF WORCESTER
Municipal Government·WORCESTER
VILLAGE OF MARSHFIELD
Municipal Government·MARSHFIELD
BARRE HOUSING AUTHORITY
Special District·BARRE
BERLIN FIRE VOLUNTEER DEPARTMENT 1
Special District·BERLIN
CENTRAL VERMONT REGIONAL PLANNING COMMISSION
Special District·MONTPELIER
CVSWMD
Special District·BERLIN
GRANITEVILLE FIRE DISTRICT 4
Special District·GRANITEVILLE
MAD RIVER RESOURCE MANAGEMENT ALLIANCE
Special District·WATERBURY CENTER
MAD RIVER VALLEY RECREATION DISTRICT
Special District·WAITSFIELD
MONTPELIER HOUSING AUTHORITY
Special District·MONTPELIER
VERMONT ECONOMIC DEVELOPMENT AUTHORITY
Special District·MONTPELIER
VERMONT PUBLIC POWER SUPPLY AUTHORITY
Special District·WATERBURY CENTER
WINOOSKI SOIL & WATER CONSERVATION DISTRICT
Special District·BERLIN
WORCESTER FIRE DISTRICT 1
Special District·WORCESTER
WRIGHTSVILLE BEACH RECREATION DIST
Special District·MONTPELIER
CABOT SCHOOL DISTRICT
School District·CABOT
CENTRAL VERMONT CAREER CENTER
School District·BARRE
539 MAD-DOG CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·MONTPELIER
57 WEST RIVER ANCHOR LODGE
Nonprofit Organization·Barre
802 CREDIT UNION
Nonprofit Organization·BARRE
ABUNDANT SILENCE
Nonprofit Organization·Montpelier
ACROSS ROADS CENTER FOR THE ARTS INC
Nonprofit Organization·Waterbury Center
ADAMANT COMMUNITY CULTURAL FOUNDATION
Nonprofit Organization·MONTPELIER
ADDISON COUNTY BOARD OF REALTORS
Nonprofit Organization·Montpelier
ADDISON COUNTY FARM BUREAU ASSOCIATION INCORPORATED C/O CARLE
Nonprofit Organization·Montpelier
AGLOW INTERNATIONAL
Nonprofit Organization·Barre
AGLOW INTERNATIONAL
Nonprofit Organization·Worcester
AGRITECH INSTITUTE FOR SMALL
Nonprofit Organization·MONTPELIER
ALCHEMIST FOUNDATION INC
Nonprofit Organization·WATERBURY
ALCOHOL & DRUG ABUSE COUNCIL OF CENTRAL VERMONT INC
Nonprofit Organization·Barre
ALDRICH PUBLIC LIBRARY INC
Nonprofit Organization·BARRE
ALL BRAINS BELONG VT INC
Nonprofit Organization·MONTPELIER
ALLIANCE FOR A BETTER VERMONT
Nonprofit Organization·MONTPELIER
ALLIANCE FOR RETIRED AMERICANS
Nonprofit Organization·Montpelier
ALLIED COMMUNITY DEVELOPMENT COLLECTIVE INC
Nonprofit Organization·Roxbury
ALL SEASONS VT INC
Nonprofit Organization·Cabot
ALMOST HOME DOG RESCUE AND REHAB INC
Nonprofit Organization·MONTPELIER
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Waterbury
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·BARRE
AMATEUR ATHELTIC UNION OF THE US INC
Nonprofit Organization·cabot
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Barre
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Marshfield
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Barre
AMER ACADEMY OF FAMILY PHYSICIANS-
Nonprofit Organization·MONTPELIER
AMERICAN ACADEMY OF FAMILY PHYSICIANS
Nonprofit Organization·MONTPELIER
AMERICAN ACADEMY OF PEDIATRICS-VT CHAPTER
Nonprofit Organization·MONTPELIER
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Worcester
American Civil Liberties Union
Nonprofit Organization·Montpelier
American Civil Liberties Union
Nonprofit Organization·Montpelier
American Council of Engineering Companies of Vermo
Nonprofit Organization·Montpelier
AMERICAN FEDERATION OF LABOR & CONGRESS
Nonprofit Organization·MONTPELIER
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Montpelier
AMERICAN LEGION
Nonprofit Organization·MONTPELIER
AMERICAN LEGION
Nonprofit Organization·Montpelier
AMERICAN LEGION
Nonprofit Organization·MONTPELIER
AMERICAN LEGION
Nonprofit Organization·Waitsfield
AMERICAN LEGION-59 HARRY N CUTTING
Nonprofit Organization·WATERBURY
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Barre
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Waterbury
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Montpelier
AMERICAN LEGION AUXILIARY
Nonprofit Organization·MONTPELIER
AMERICAN LEGION DEPARTMENT OF VERMONT
Nonprofit Organization·MONTPELIER
AMERICAN LEGION POST 10
Nonprofit Organization·BARRE
AMERICAN LEGION POST 3
Nonprofit Organization·MONTPELIER
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·Barre
AMYS ARMOIRE INC
Nonprofit Organization·BARRE
ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ
Nonprofit Organization·Graniteville