The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

93. YHB Investment Advisors

WATCH LIVE

YHB Investment Advisors, based in West Hartford, Connecticut, is ranked No. 93 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $2.1 billion
Accounts Under Management: 1,165
Years in Business: 35

  • Accepts clients in all 50 states
  • Physical offices in Connecticut
  • No minimum asset threshold

Leadership and Contact Information:
Anne Space, chief executive officer
Mark Everette, chairman
Paul Martel, president

yhbia.com
29 South Main St., Suite 306, West Hartford, CT 06107
(860) 561-7050

Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.