EQUITY SERVICES, INC.
Doing business as ESI FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$2,777,353,969
Discretionary
$1,141,036,641
Non-discretionary
$1,636,317,328
Firm details
- CRD number
- 265
- SEC file number
- 801-41722
- Main office
- MONTPELIER, VT, United States
- Employees
- 500
- SEC status
- Approved
- Website
- HTTPS://WWW.EQUITY-SERVICES.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of October 2026.