Firms by city
Registered investment advisers in Essex, CT
4 SEC-registered advisers headquartered in Essex, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Essex Financial Services | Essex, CT | $4.17B |
| Jeffrey N. Mehler, CFP | Essex, CT | $416M |
| Alchemi Wealth | Essex, CT | $287M |
| Sullivan Financial | Essex, CT | $119M |
- Headquarters
- Essex, CT
- Regulatory AUM
- $4.17B
- Headquarters
- Essex, CT
- Regulatory AUM
- $416M
- Headquarters
- Essex, CT
- Regulatory AUM
- $287M
- Headquarters
- Essex, CT
- Regulatory AUM
- $119M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Essex on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Connecticut.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.