YHB Investment Advisors, based in West Hartford, CT, is ranked No. 39 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Total AUM: $1.5B (AccuPoint Solutions)
Years in Business:Â 33 (AccuPoint Solutions)
Accounts Under Management: 2,660 (AccuPoint Solutions)
Previous appearances on FA 100 List:Â 0
Principals:
Mark Everette, Chief Executive Officer
Paul Martel, President
Contact:
29 South Main Street, Suite 306, West Hartford, CT 06107
(860) 561-7050
