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 5 of 12

• Michelle Paulette HaassCRD 3208380 · Hopewell Junction, NY
  IA RegisteredBroker
• Steven Edward HackerCRD 4531515 · Media, PA
  IA RegisteredBroker
• Matthew HagopianCRD 7350947 · Media, PA
  IA RegisteredBroker
• Paul E HaldemanCRD 5741093 · Latham, NY
  IA RegisteredBroker
• Christopher Alan HallCRD 7914542 · Red Bank, NJ
  IA RegisteredBroker
• Jeffrey Marc HallerCRD 5203101 · Topsham, ME
  IA RegisteredBroker
• Francis William HamillCRD 709354 · Binghamton, NY
  IA RegisteredBroker
• Laura S HamiltonCRD 4987257 · Amarillo, TX
  IA RegisteredBroker
• Britton Alexander HammockCRD 7835128 · Irvine, CA
  IA RegisteredBroker
• Linda HanCRD 6995648 · Los Angeles, CA
  IA RegisteredBroker
• Megan Taylor HandCRD 7233366 · Colchester, VT
  IA RegisteredBroker
• James J HandyCRD 235690 · Colchester, VT
  Broker
• Colleen Denise HarrisCRD 8060483 · Montpelier, VT
  Broker
• Megan R. HarrisCRD 6303694 · Sandy Springs, GA
  Broker
• Richard HarrisCRD 1986695 · Red Bank, NJ
  IA RegisteredBroker
• James Edward HarterCRD 1873208 · Athens, TN
  IA RegisteredBroker
• Paul W HarveyCRD 6250857 · Boca Raton, FL
  IA RegisteredBroker
• Nicole M Haskins RossCRD 2919463 · Hauppauge, NY
  Broker
• David Alton HaywardCRD 3006047 · Montpelier, VT
  Broker
• Todd Franklin HearpCRD 2425128 · Roanoke, VA
  IA RegisteredBroker
• Elizabeth HeeterCRD 7243460 · Montpelier, VT
  IA RegisteredBroker
• Mark Edward HendersonCRD 5260164 · New Orleans, LA
  IA RegisteredBroker
• William P HerbstCRD 4198095 · Colchester, VT
  Broker
• Meghan Anne HettenhausCRD 7135587 · Montpelier, VT
  Broker
• Darryl Anthony HicksCRD 5914246 · Fayetteville, GA
  IA RegisteredBroker
• William Tyler HinmanCRD 2854971 · Colchester, VT
  IA RegisteredBroker
  Disclosure event(s) on record
• Elizabeth Ann HoffmanCRD 8030484 · Clifton Park, NY
  IA RegisteredBroker
• Alec Edward HokeCRD 1921673 · Cazenovia, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• John Kenneth HolzscheiterCRD 6145952 · Colchester, VT
  Broker
• Nicholas HoodCRD 6372859 · Timonium, MD
  IA RegisteredBroker
• Marc L HorowitzCRD 6337285 · Bronx, NY
  IA RegisteredBroker
• Steven Francis HorvathCRD 4172027 · Red Bank, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrew Gerard HosseCRD 4586558 · Glen Burnie, MD
  IA RegisteredBroker
• Daniel Robert HouseCRD 5921828 · Brunswick, ME
  IA RegisteredBroker
• Ronald Lee HousleyCRD 1506917 · Maplewood, NJ
  IA RegisteredBroker
• Robert Glenn HowardCRD 7327219 · Fairfax, VA
  IA Registered
• Christopher John HuchroCRD 3139949 · Plattsburgh, NY
  Broker
• Bertrand Ryland HudnallCRD 5261059 · Charleston, SC
  Broker
• Christopher HuiCRD 6741572 · New York, NY
  Broker
• David Lawrence HullCRD 1986074 · Hauppauge, NY
  IA RegisteredBroker
• Richard S HyamsCRD 3102005 · Hauppauge, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Dennis IvesCRD 7325667 · Williamsburg, VA
  IA Registered
• David Matthew JacksonCRD 3130506 · Roanoke, VA
  IA RegisteredBroker
• Mark Alan JacobyCRD 2752704 · Irvine, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• David Norman JacowitzCRD 4337935 · Media, PA
  IA RegisteredBroker
• Curtis JamesCRD 5745225 · Jacksonville, FL
  IA RegisteredBroker
• Kalyan JampalaCRD 6409964 · Tinton Falls, NJ
  IA RegisteredBroker
• Paul Michael JanitelliCRD 7299223 · Boca Raton, FL
  IA Registered
• Gary Remolar JavierCRD 2285639 · New York, NY
  IA RegisteredBroker
• Jason Michael JeffersCRD 3020016 · Bennington, VT
  IA RegisteredBroker
  Disclosure event(s) on record

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 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.