# YHB Investment Advisors Inc

> YHB Investment Advisors Inc is an SEC-registered investment advisory firm in West Hartford, CT, registered since 1990, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 105434
- Filed as: YHB INVESTMENT ADVISORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Hartford, CT
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105434
- AdvisorCensus page: https://advisorcensus.com/firm/yhb-investment-advisors-inc-west-hartford-ct-105434

## Quick answers

**How is YHB Investment Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), YHB Investment Advisors Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is YHB Investment Advisors Inc located?**
YHB Investment Advisors Inc's principal office is in West Hartford, CT, according to its Form ADV.

**Is YHB Investment Advisors Inc registered with the SEC or a state?**
YHB Investment Advisors Inc is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 105434.

**How much does YHB Investment Advisors Inc manage?**
YHB Investment Advisors Inc reports $2,276,256,000 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have YHB Investment Advisors Inc's assets and staff changed since 2021?**
In the Form ADV data for YHB Investment Advisors Inc: Regulatory assets under management: $1,725,622,000 in the October 2021 data and $2,276,256,000 in the October 2026 data, up 32%. Total employees: 25 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does YHB Investment Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (732); high net worth individuals (360); charitable organizations (66).

**Which custodians does YHB Investment Advisors Inc use?**
YHB Investment Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.

**Does YHB Investment Advisors Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105434

**What changed in YHB Investment Advisors Inc's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 19 to 20. Regulatory assets under management went from $1,989,951,000 to $2,276,256,000 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,276,256,000
- Discretionary: $2,276,256,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 732 | $251,714,000 |
| High net worth individuals | 360 | $1,686,719,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $109,108,000 |
| Charitable organizations | 66 | $46,387,000 |
| Corporations or other businesses not listed above | 15 | $182,328,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 1990 (36 years)
- Employees: 30 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, FL, GA, IL, MA, MD, ME, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TX, UT, VA, VT, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [yhbia.com](https://yhbia.com)
- Facebook @YHB-Investment-Advisors-Inc-104502374512564
- LinkedIn @yhbia

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,725,622,000 | 25 | March 29, 2021 |
| October 2022 | $1,958,687,000 | 27 | April 1, 2022 |
| October 2023 | $1,598,584,000 | 27 | March 27, 2023 |
| October 2024 | $1,746,994,000 | 27 | September 3, 2024 |
| October 2025 | $1,989,951,000 | 28 | April 15, 2025 |
| October 2026 | $2,276,256,000 | 30 | March 18, 2026 |

Regulatory assets under management: $1,725,622,000 in the October 2021 data and $2,276,256,000 in the October 2026 data, up 32%.
Total employees: 25 in October 2021 and 30 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 19 to 20.
- Regulatory assets under management went from $1,989,951,000 to $2,276,256,000 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. YHB Investment Advisors Inc (CRD 105434): Form ADV filing data as of October 2026.