FA 100

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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.
FA 100

39. YHB Investment Advisors

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YHB Investment Advisors, based in West Hartford, CT, is ranked No. 39 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $1.5B (AccuPoint Solutions)

Years in Business: 33 (AccuPoint Solutions)

Accounts Under Management: 2,660 (AccuPoint Solutions)

Previous appearances on FA 100 List: 0

Principals:

Mark Everette, Chief Executive Officer

Paul Martel, President

Contact:

yhbia.com

29 South Main Street, Suite 306, West Hartford, CT 06107

(860) 561-7050