YHB INVESTMENT ADVISORS INC

CRD 105434File 801-35916

APPROVED

Retail clients

Custody

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.28B

Top 25% of cohort (national)

Discretionary AUM

$2.28B

Clients

1,182

3,074 accounts

Employees

Above cohort median in CT

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: Jan 26, 1990
Principal office: 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107-2417
Phone: 860-561-7050
Website: https://www.yhbia.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.28B
Discretionary AUM: $2.28B
Non-discretionary AUM: $0
Discretionary accounts: 3,074
Non-discretionary accounts: 0
Total accounts: 3,074
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	15	$182.3M
Charitable organizations	66	$46.4M
High net worth individuals	360	$1.69B
Pension and profit sharing plans	9	$109.1M
Individuals (other than high net worth individuals)	732	$251.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.