The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

24. YHB Investment Advisors

CNBC.com staff@CNBC
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YHB Investment Advisors, based in West Hartford, Connecticut, is ranked No. 24 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.9B

Years in Business: 35

Accounts Under Management: 1,097

Previous appearances on FA 100 List: 1 (No. 39 in 2023)

Principals:

Anne Space, Chief Executive Officer & Senior Portfolio Manager

Mark Everette, Chairman & Senior Portfolio Manager

Paul Martel, President

Contact:

yhbia.com

29 South Main Street, Suite 306, West Hartford, CT 06107

(860) 561-7050

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