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 registered investment adviser and active capital allocator that has been SEC-registered since 1990. The firm serves both individual and family clients as well as institutional relationships, offering portfolio management, pension consulting and manager selection. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, suggesting flexibility for advisory and consulting assignments. YHB does not self-identify as an active ESG investor and operates as a privately owned corporation. The firm received recognition from CNBC as one of the Top 100 Financial Advisory Firms in 2025.
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 2
Dennis Hannigan
Chief Investment OfficerCRD 5081568
Mark Everette
Chief Executive Officer & Chief Compliance OfficerCRD 4703122
Contacts
3 of 17
Nathanial Chandler
Portfolio AnalystCRD 7818900
Thomas Manning
Senior Portfolio ManagerCRD 5597908
Jared Madden
Portfolio ManagerCRD 7944351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 143Active vs passive
$502M in ETFs
84%
$421M
13%
$81.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $46.6M | 604,397 | 9.28% |
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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