RIAs in Essex, Connecticut
Explore 4 RIAs headquartered in Essex, with $5B in combined reported AUM.
RIAs4Headquartered here
Total AUM$5BReported regulatory AUM
Total Employees67Reported by these RIAs
% of Total State AUM0.1%% Of total State AUM Reported
All RIAs in Essex
4 RIAsShowing 1–4 of 4 RIAs
Essex Financial Services, Inc.
ESSEX, CTReported AUM$4.2B
Employees46
83.5% of city AUMView RIA ↗
Jeffrey N. Mehler, Cfp LLC
ESSEX, CTReported AUM$416.2M
Employees9
8.3% of city AUMView RIA ↗
Alchemi Wealth, LLC
ESSEX, CTReported AUM$286.9M
Employees8
5.7% of city AUMView RIA ↗
Sullivan Financial, LLC
ESSEX, CTReported AUM$119.1M
Employees4
2.4% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.