24. Investment Advisors YHB
YHB Investment Advisors, a West Hartford, Connecticut-based firm, ranks No. 24 on the 2024 CNBC Financial Advisor 100 list, and it also made the FA 100 list last year.
Total AUM: $1.9B
Years in Business: 35
Accounts Under Management: 1,097
In 2023, the FA 100 List ranked No. 39.
Principals:
Anne Space, Chief Executive Officer & Senior Portfolio Manager
Mark Everette, Chairman & Senior Portfolio Manager
Paul Martel, President
Contact:
29 South Main Street, Suite 306, West Hartford, CT 06107
(860) 561-7050
Investing
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