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YHB INVESTMENT ADVISORS INC
CRD 105434File 801-35916
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.28B
Top 25% of cohort (national)
Discretionary AUM
$2.28B
Clients
1,182
3,074 accounts
Employees
30
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 28 | 30 | increased by2 |
| Apr 1, 2026 | Clients | 1,123 | 1,182 | increased by59 |
| Apr 1, 2026 | AUM | $1,989,951,000 | $2,276,256,000 | increased by$286,305,000 |
| Apr 1, 2026 | Accounts | 2,864 | 3,074 | increased by210 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 27 | 28 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 999 | 1,123 | increased by124 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,958,687,000 | $1,989,951,000 | increased by$31,264,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,500 | 2,864 | increased by364 |
| Apr 1, 2022 | Employees | 25 | 27 | increased by2 |
| Apr 1, 2022 | Clients | 894 | 999 | increased by105 |
| Apr 1, 2022 | AUM | $1,725,622,000 | $1,958,687,000 | increased by$233,065,000 |
| Apr 1, 2022 | Accounts | 2,367 | 2,500 | increased by133 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “YHB INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“YHB INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.