RBC Capital Markets
44yrs
Top advisor by experience in White Plains
2yrs
Ryan Williams
Financial advisor at ESI Financial Advisors
Based in White Plains, New York, Ryan Williams is a fiduciary financial advisor with 2 years of industry experience. Ryan has been with ESI Financial Advisors since 2025; before that, Ryan spent less than a year at Hoxton Wealth. ESI Financial Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 339 advisors with offices in White Plains, and one of 294 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office1133 Westchester Ave Suite S-229, White Plains, NY 10604
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$221,971
Advisors at the firm505
States licensed ?1 state
Services through ESI Financial Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Dec 2025 – nowEquity Services, Inc.Current firm
- Feb 2025 – May 2025Hoxton WealthPreviously
Contact Ryan
1133 Westchester Ave Suite S-229White Plains, NY 10604Office · Get directions Firm main line(800) 344-7437Headquarters: ESI Financial Advisors · Montpelier, VT Firm websitewww.equity-services.com
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call ESI Financial Advisors at (800) 344-7437 and ask for Ryan Williams. Ryan works from the White Plains, NY office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Ryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
ESI Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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