Assets Under Management
$2.5B
Number of Clients
12,116
Number of Advisors
495
Average Client AUM
$202K
AUM per Advisor
$5.0M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
ESI Financial Advisors provides financial planning/consulting and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. They offer various asset management programs through the ESI Illuminations platform, utilizing third-party strategists, unified managed accounts, and advisor-as-portfolio manager programs. Custody of client assets is maintained by National Financial Services, LLC.
One National Life Drive, Montpelier, VT, 05604