How many financial advisors are in Essex, Connecticut?

Falists lists 5 registered investment advisers with a principal office or filing address in Essex, Connecticut, based on public SEC IAPD data.

How do financial advisors in Essex charge fees?

Fee structures vary by firm. In Essex, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Essex?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Connecticut · 5 advisers

Financial Advisors in Essex, Connecticut

Looking for a financial advisor in Essex, Connecticut? Falists indexes 5 SEC-registered and state-registered investment advisers in Essex — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $4.17B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$4.17B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning5 Trusts5 Retirement5 Institutional4

Top advisors in Essex

Ranked by AUM · Fees, team & specialties at a glance

View all 5 →

ESSEX FINANCIAL SERVICES, INC.

Essex, CT

AUM

$4.17B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

42 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

860-767-4300

Full profile Visit site →

JEFFREY N. MEHLER, CFP LLC

Essex, CT

AUM

$416.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

860-767-9700

Full profile Visit site →

ALCHEMI WEALTH, LLC

Essex, CT

AUM

$286.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

(860) 767-7500

Full profile Visit site →

SULLIVAN FINANCIAL, LLC

Essex, CT

AUM

$119.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

(860)657-4150

Full profile Visit site →

BRAE HEAD, INC.

Essex, CT

AUM

$90.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

Fees

Percentage of AUM

413-746-3700

Full profile Visit site →

More cities in Connecticut

Greenwich (213)Stamford (164)Westport (77)Darien (40)Norwalk (24)Hartford (22)Glastonbury (20)Shelton (19)Old Greenwich (18)New Canaan (17)Farmington (13)New Haven (13)

Common questions

How many financial advisors are in Essex, Connecticut?: 5 registered investment advisers are listed in our Essex directory, sourced from public SEC filings.
What types of advisors are in Essex?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Essex?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.