USI Advisors

RIASEC RegisteredEst. 1999

Total AUM

$56.3B

Discretionary

$2.4B

4% of AUM

Avg account

$41.5M

Accounts

1,355

Employees

Advisory reps

Firm details

Headquarters: Glastonbury, Connecticut
CRD number: 108113
Registered since: June 18, 1999
Website: www.usicg.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., EMPOWER RETIREMENT, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Pension & Profit Sharing Plans67.4%
Corporations / Businesses18.81%
State / Municipal Government5.76%
Charitable Organizations3.89%
Investment Companies2.81%
Services: Portfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

USI Advisors is a corporate institutional RIA that primarily serves institutional clients, acting as a capital allocator and pension consultant. The firm provides portfolio management for businesses and institutions and conducts selection of other advisers, indicating a consultative role in structuring and overseeing external managers. Its fee model is mixed — percentage of AUM supplemented by hourly and fixed fees and commissions — which aligns with both ongoing advisory relationships and project-based consulting work. The firm is not an active ESG investor and is not multi-state registered as an adviser for discretionary oversight.