Sullivan Financial, LLC

Sullivan Financial, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.

Yes. As an SEC-registered investment advisor (CRD #121371), Sullivan Financial, LLC is subject to fiduciary duty under federal law.

Sullivan Financial, LLC is headquartered in ESSEX, CT.

Sullivan Financial, LLC serves 28 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓

According to their SEC Form ADV, Sullivan Financial, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓

Sullivan Financial, LLC is ranked #207 by Forbes in 2025. Learn more about these rankings ↓

Sullivan Financial, LLC manages $119 million in client assets according to their SEC filing dated March 23, 2026.

According to their SEC Form ADV, Sullivan Financial, LLC serves high-net-worth individuals. View client details ↓