Essex Financial honored for 4th consecutive year by being named to the Forbes 2025 Top RIA List

­“We are honored to be recognized by Forbes as one of the nation’s top Registered Investment Advisory firms, for the fourth consecutive year,” stated Chuck Cumello, President and CEO of Essex Financial.

“This recognition is especially meaningful to us because it reflects the very core of our mission: providing trusted, personalized wealth management and financial planning advice to our clients. Achievements like this are only possible thanks to the dedication of our financial advisors and the support of our entire team, who work tirelessly each day with one goal in mind—helping our clients achieve their financial and life goals with confidence.

While we are deeply honored by this recognition, what matters most is the trust our clients place in us. We do not take that responsibility lightly, and the entire Essex Financial team works each day to continue earning it. We remain committed to upholding the highest standards of service, integrity, and care that our clients deserve.”

The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Since 2003, Essex Financial has distinguished itself by providing value to its clients through a hands-on, highly personalized approach to their wealth management and financial planning needs. Today, it is one of the largest independent Registered Investment Advisory firms in Connecticut with $4 billion in assets under management or administration. Essex Financial operates as a subsidiary of Essex Bank, with twenty-two financial advisors and office locations in Essex, Farmington, Madison, and Southport, providing comprehensive financial planning and wealth management services to more than 2,700 households and businesses in Connecticut and beyond.