YHB INVESTMENT ADVISORS INC
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
FINTRXOverview
YHB Investment Advisors Inc is an independent, SEC-registered RIA that has been operating since 1990 and is owned by an individual. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that blends discretionary portfolio management with advisory consulting and manager selection services. Its advisory scope explicitly includes portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. FINTRX notes a CNBC Top 100 Financial Advisory Firms recognition for 2025 on the firm’s profile.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds16%
- Investment Grade Corp Bonds14%
- State & Local Bonds10%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2DENNIS HANNIGAN
Chief Investment OfficerCRD 5081568
MARK EVERETTE
Chief Executive Officer & Chief Compliance OfficerCRD 4703122
Contacts
3 of 18Nathanial Chandler
Portfolio AnalystCRD 7818900
THOMAS MANNING
Senior Portfolio ManagerCRD 5597908
MATTHEW PETRICONE
Senior Portfolio ManagerCRD 4863630
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 132Active vs passive
$419M in ETFs
83%
$346M
15%
$73.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $38.5M | 569,512 | 9.17% |
Location
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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