YHB Investment Advisors Inc

RIASEC Registered
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$740K
Accounts
3,074
Employees
30
Advisory reps
18

Firm details

Headquarters
West Hartford, Connecticut
CRD number
105434
Registered since
January 26, 1990
Website
www.yhbia.com
Custodians
PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI74.1%
  • Individuals11.06%
  • Corporations / Businesses8.01%
  • Pension & Profit Sharing Plans4.79%
  • Charitable Organizations2.04%
Services
Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

YHB Investment Advisors Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1990. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that combines discretionary portfolio management with advisor selection and pension-consulting capabilities. Its fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. YHB does not identify as an active ESG investor. The firm was named to CNBC’s Top 100 Financial Advisory Firms list in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 53%, Public Funds/Mutual Funds 16%, Investment Grade Corp Bonds 14%, State & Local Bonds 10%, Cash & Cash Equivalents 4%, US Government Bonds 2%, Non-Investment Grade Corp Bonds 1%53%
  • Exchange Traded Equities53%
  • Public Funds/Mutual Funds16%
  • Investment Grade Corp Bonds14%
  • State & Local Bonds10%
  • Cash & Cash Equivalents4%

Owners & executives

2 of 2
  • Dennis Hannigan

    Dennis Hannigan

    Chief Investment OfficerCRD 5081568

  • Mark Everette

    Mark Everette

    CEO and ChairmanCRD 4703122

Contacts

3 of 16
  • Anne Space

    Anne Space

    Vice President and Senior Portfolio ManagerCRD 6992933

  • Linda Morel

    Linda Morel

    Vice President and Senior Portfolio ManagerCRD 6283368

  • Karen Dootson

    Karen Dootson

    Senior Portfolio ManagerCRD 6319801

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 147

Active vs passive

$520M in ETFs

Passive

84%

$435M

Active

13%

$85.9M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P MID-CAP ETF (IJH)BlackRockPassiveMid Cap Blend$44.5M618,7968.56%
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Location

Primary office

West Hartford, CT

Hartford

Location

West Hartford, CT

Headquartered in West Hartford, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
Hartford
Address
29 S Main St
Time zone
ET (UTC-5)
Office locations

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