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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-26-1990
- Office Locations
- 2
Office Locations
About YHB Investment Advisors INC
YHB Investment Advisors INC is a West Hartford-based RIA with 2 offices. The firm has been operating for 36 years. Managing $2.3B in total assets under management, with 20 advisory representatives. They custody assets with Charles Schwab & Company and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK WILSON EVERETTE
Chairman Of The Board, Chief Compliance Officer, Chief Executive Officer, Investment Advisor, Senior Portfolio Manager
- CRD
- #4703122
- Ownership
- 10% but less than 25%
DENNIS PATRICK HANNIGAN
Chief Investment Officer, Senior Portfolio Manager
- CRD
- #5081568
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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Nathanial James Chandler
Analyst
- CRD
- #7818900
lori irene coleman
Portfolio Manager
- CRD
- #7332731
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,276,256,000 | $740,487 |
| Non-Discretionary | $0 | -- |
| Total | $2,276,256,000 | $740,487 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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