YHB INVESTMENT ADVISORS INC
CRD #105434 SEC #801-35916 WEST HARTFORD, CT 860-561-7050
SEC Registered
Total AUM
$2B
Discretionary
$2B
Employees
28
Clients
--
Accounts
2,864
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $2B | $2B | $0 | 28 | 0 |
| Apr 2025 | $2B | $2B | $0 | 28 | 0 |
| Mar 2025 | $2B | $2B | $0 | 29 | 0 |
| Jan 2025 | $1.7B | $1.7B | $0 | 28 | 0 |
| Nov 2024 | $1.7B | $1.7B | $0 | 27 | 0 |
| Oct 2024 | $1.7B | $1.7B | $0 | 27 | 0 |
| Sep 2024 | $1.7B | $1.7B | $0 | 27 | 0 |
| Aug 2024 | $1.7B | $1.7B | $0 | 27 | 0 |
| Mar 2024 | $1.7B | $1.7B | $0 | 27 | 0 |
| Mar 2023 | $1.6B | $1.6B | $0 | 27 | 0 |
| Feb 2023 | $2B | $2B | $0 | 27 | 0 |
| Apr 2022 | $2B | $2B | $0 | 27 | 0 |
| Mar 2022 | $2B | $2B | $0 | 27 | 0 |
| Mar 2021 | $1.7B | $1.7B | $0 | 25 | 0 |
| Dec 2020 | $1.6B | $1.6B | $0 | 24 | 0 |
| Jun 2020 | $1.6B | $1.6B | $0 | 24 | 0 |
| Mar 2020 | $1.6B | $1.6B | $0 | 24 | 0 |
| Jun 2019 | $1.3B | $1.3B | $0 | 23 | 0 |
| Mar 2019 | $1.3B | $1.3B | $0 | 23 | 0 |
| Mar 2018 | $1.3B | $1.3B | $0 | 21 | 0 |
| Mar 2017 | $1B | $1B | $0 | 20 | 700 |
| Mar 2016 | $1.1B | $1.1B | $0 | 19 | 700 |
| Mar 2015 | $1.1B | $1.1B | $0 | 18 | 700 |
| Mar 2014 | $966.4M | $966.4M | $0 | 18 | 600 |
| Jul 2013 | $842.9M | $842.1M | $792.6K | 20 | 500 |
| Jun 2013 | $842.9M | $842.1M | $792.6K | 20 | 500 |
| Mar 2013 | $842.9M | $842.1M | $792.6K | 20 | 500 |
| Mar 2013 | $842.9M | $842.1M | $792.6K | 20 | 500 |
| Mar 2012 | $757.9M | $756.8M | $1.1M | 11 | 500 |
| May 2011 | $733.9M | $732.6M | $1.3M | -- | -- |
| Mar 2011 | $733.9M | $732.6M | $1.3M | -- | -- |
| Mar 2010 | $653.3M | $653M | $264.7K | -- | -- |
| Feb 2009 | $662.6M | $645.1M | $17.5M | -- | -- |
| Mar 2008 | $731.6M | $632.9M | $98.7M | -- | -- |
| Mar 2008 | $731.6M | $632.9M | $98.7M | -- | -- |
| Feb 2007 | $695M | $633.8M | $61.3M | -- | -- |
| Mar 2006 | $687.2M | $663.7M | $23.5M | -- | -- |
| Apr 2004 | $552.9M | $520.4M | $32.4M | 10 | -- |
| Mar 2004 | $552.9M | $520.4M | $32.4M | 10 | -- |
| Oct 2003 | $427.8M | $399.5M | $28.2M | 10 | -- |
| May 2002 | $430M | $420M | $10M | -- | -- |
DateSep 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees28
Clients0
DateApr 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees28
Clients0
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees29
Clients0
DateJan 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees28
Clients0
DateNov 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees27
Clients0
DateOct 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees27
Clients0
DateSep 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees27
Clients0
DateAug 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees27
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees27
Clients0
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees27
Clients0
DateFeb 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees27
Clients0
DateApr 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees27
Clients0
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees27
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees25
Clients0
DateDec 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees24
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees24
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees24
Clients0
DateJun 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees23
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees23
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients0
DateMar 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees20
Clients700
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients700
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients700
DateMar 2014
Total AUM$966.4M
Discretionary$966.4M
Non-Disc.$0
Employees18
Clients600
DateJul 2013
Total AUM$842.9M
Discretionary$842.1M
Non-Disc.$792.6K
Employees20
Clients500
DateJun 2013
Total AUM$842.9M
Discretionary$842.1M
Non-Disc.$792.6K
Employees20
Clients500
DateMar 2013
Total AUM$842.9M
Discretionary$842.1M
Non-Disc.$792.6K
Employees20
Clients500
DateMar 2013
Total AUM$842.9M
Discretionary$842.1M
Non-Disc.$792.6K
Employees20
Clients500
DateMar 2012
Total AUM$757.9M
Discretionary$756.8M
Non-Disc.$1.1M
Employees11
Clients500
DateMay 2011
Total AUM$733.9M
Discretionary$732.6M
Non-Disc.$1.3M
Employees--
Clients--
DateMar 2011
Total AUM$733.9M
Discretionary$732.6M
Non-Disc.$1.3M
Employees--
Clients--
DateMar 2010
Total AUM$653.3M
Discretionary$653M
Non-Disc.$264.7K
Employees--
Clients--
DateFeb 2009
Total AUM$662.6M
Discretionary$645.1M
Non-Disc.$17.5M
Employees--
Clients--
DateMar 2008
Total AUM$731.6M
Discretionary$632.9M
Non-Disc.$98.7M
Employees--
Clients--
DateMar 2008
Total AUM$731.6M
Discretionary$632.9M
Non-Disc.$98.7M
Employees--
Clients--
DateFeb 2007
Total AUM$695M
Discretionary$633.8M
Non-Disc.$61.3M
Employees--
Clients--
DateMar 2006
Total AUM$687.2M
Discretionary$663.7M
Non-Disc.$23.5M
Employees--
Clients--
DateApr 2004
Total AUM$552.9M
Discretionary$520.4M
Non-Disc.$32.4M
Employees10
Clients--
DateMar 2004
Total AUM$552.9M
Discretionary$520.4M
Non-Disc.$32.4M
Employees10
Clients--
DateOct 2003
Total AUM$427.8M
Discretionary$399.5M
Non-Disc.$28.2M
Employees10
Clients--
DateMay 2002
Total AUM$430M
Discretionary$420M
Non-Disc.$10M
Employees--
Clients--