Esi Financial Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

265

SEC number

801-41722

Firm type

RIA

Assets under management

$2.8B as of Mar 30, 2026

Website

www.equity-services.com ↗

Phone

800-344-7437

Address

One National Life Drive, Montpelier, VT, 05604

Advisors at this firm

577 in our index · page 12 of 12

• Timothy Frederick WeberCRD 2082662 · White Plains, NY
  IA RegisteredBroker
• Marc Allen WegrzynowskiCRD 4445122 · Amherst, NY
  IA RegisteredBroker
• Lanny Joel WeismanCRD 4067513 · Hauppauge, NY
  IA RegisteredBroker
• John Stewart WelchCRD 1009671 · Winston Salem, NC
  IA RegisteredBroker
• Keith Robert WellsCRD 6467298 · New Castle, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Nora WellsCRD 1368625 · Timonium, MD
  Broker
• John Charles WestonCRD 8046284 · Chicago, IL
  IA RegisteredBroker
• Carrie Lynn WeyersCRD 4116028 · Lake In The Hills, IL
  Broker
• Jay William WeyersCRD 2741078 · Lake In The Hills, IL
  IA RegisteredBroker
• Brian Joseph WeymanCRD 5497312 · Marlton, NJ
  IA RegisteredBroker
• Richard Evan WhalenCRD 4686932 · Montpelier, VT
  Broker
• Stephen P WigginsCRD 5484484 · Montpelier, VT
  Broker
• Michael Adam WillardCRD 5169910 · Charlotte, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Ryan WilliamsCRD 8041008 · White Plains, NY
  IA Registered
• Michael S WilsonCRD 5233276 · Middletown, DE
  Broker
• Barry Edward WirtCRD 1007335 · Roanoke, VA
  IA RegisteredBroker
• Edward Dudley WittenbergCRD 1142138 · Port Jefferson, NY
  Broker
• Jeffrey Patrick WolfeCRD 5335704 · Hermosa Beach, CA
  IA RegisteredBroker
• Jessica Nicole WolfeCRD 6859822 · Montpelier, VT
  Broker
• Alexander Daniel WolodkiewiczCRD 6540808 · Beavercreek, OH
  IA RegisteredBroker
• Daniel Earl WolodkiewiczCRD 3200425 · Beavercreek, OH
  IA RegisteredBroker
• Isaac Aaron WoodCRD 5899536 · Johns Island, SC
  IA RegisteredBroker
• Yohannes WorkuCRD 6621174 · Charlottesville, VA
  IA RegisteredBroker
• Yossi YakarCRD 2484044 · Bradenton, FL
  IA RegisteredBroker
• Edward A ZabielskiCRD 1489585 · Middletown, DE
  Broker
• Alexander Victor ZouridesCRD 3183288 · Melville, NY
  IA RegisteredBroker
• Mark Alan ZylstraCRD 477513 · Grand Rapids, MI
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.