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USI ADVISORS
Legal name: USI ADVISORS, INC.
CRD 108113File 801-56622
APPROVED
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$56.28B
Top 10% of cohort (national)
Discretionary AUM
$2.37B
Non-discretionary $53.91B
Clients
1,353
1,355 accounts
Employees
79
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 18, 1999
- Principal office
- 95 GLASTONBURY BLVD., SUITE 102, GLASTONBURY, CT, 06033
- Phone
- 860-633-5283
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $56.28B
- Discretionary AUM
- $2.37B
- Non-discretionary AUM
- $53.91B
- Discretionary accounts
- 134
- Non-discretionary accounts
- 1,221
- Total accounts
- 1,355
- AUM per client
- $41.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 297 | $10.59B |
| Non-U.S. persons | Fewer than 5 | $32.5M |
| Insurance companies | 5 | $125.3M |
| Investment companies | 6 | $1.58B |
| Charitable organizations | 71 | $2.19B |
| Banking or thrift institutions | 20 | $588.4M |
| Business development companies | 2 | $2.3M |
| Pension and profit sharing plans | 845 | $37.93B |
| State or municipal government entities | 107 | $3.24B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- 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 businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- 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 |
|---|---|---|---|
| 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.