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USI ADVISORS
USI ADVISORS, INC.
CRD 108113 · SEC 801-56622
95 GLASTONBURY BLVD., SUITE 102, GLASTONBURY, CT, 06033, United States
Phone
860-633-5283
Fax
610-537-2898
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$56.28B
Discretionary AUM
$2.37B
Team
79 total employees; 48 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (institutions)Pension consultingSelection of other advisersSEMINARS AND CONSULTATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Banking/thrift institutions | 20 | $588.4M |
| Investment companies | 6 | $1.58B |
| Business development companies | 2 | $2.3M |
| Pension/profit sharing plans | 845 | $37.93B |
| Charitable organizations | 71 | $2.19B |
| State/municipal entities | 107 | $3.24B |
| Insurance companies | 5 | $125.3M |
| Corporations/business entities | 297 | $10.59B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD