A complete list of active advisors currently associated with Essex LLC
Warmer can help you find a great advisor at Essex LLC or one who fits your needs even better.
Essex, LLC is a registered investment adviser that provides discretionary and non‑discretionary portfolio management, financial planning, and consulting to individuals (including high‑net‑worth clients), trusts, retirement plans, pension and charitable organizations. As of December 31, 2025 the firm reported managing about $649.3 million for roughly 576 client accounts and also offers management of variable annuity sub‑accounts and held‑away defined‑contribution accounts via a third‑party platform (Pontera). Investment decisions are made by a multi‑member investment policy committee and the firm constructs model portfolios using a mix of fundamental, technical and sector analysis across equities, fixed income, ETFs, options, futures and other instruments. Portfolios are monitored continuously with formal annual reviews, and the brochure describes reliance on model outputs combined with professional judgment while documenting and managing material conflicts and a range of investment risks. The firm’s ADV and brochure disclose several practices that are less common among similarly sized team firms: it reports using endorsements and advertising third‑party ratings, and it discloses the use of borrowing within separately managed accounts, each presented alongside the firm’s fiduciary and compliance policies. Essex also describes its use of a third‑party platform for held‑away assets, engagement of solicitors and lead‑generation services for referrals, and its primary custody relationship with Charles Schwab, all of which can affect how clients receive statements, fee billing, and marketing information.
To learn more about the advisors currently working at Essex LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Essex LLC's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)