USI ADVISORS, INC.
Legal name: USI ADVISORS
CRD #108113 SEC #801-56622 GLASTONBURY, CT 860-633-5283
SEC Registered
Total AUM
$48.9B
Discretionary
$1.7B
Employees
77
Clients
0
Accounts
1,346
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $48.9B | $1.7B | $47.1B | 77 | 0 |
| Mar 2025 | $48.9B | $1.7B | $47.1B | 77 | 0 |
| Nov 2024 | $41.6B | $1.2B | $40.4B | 75 | 0 |
| Mar 2024 | $41.6B | $1.2B | $40.4B | 75 | 0 |
| Jan 2024 | $32.1B | $591.6M | $31.5B | 69 | 0 |
| Oct 2023 | $32.1B | $591.6M | $31.5B | 69 | 0 |
| Jul 2023 | $32.1B | $591.6M | $31.5B | 69 | 0 |
| Jun 2023 | $32.1B | $591.6M | $31.5B | 69 | 0 |
| Apr 2023 | $32.1B | $591.6M | $31.5B | 69 | 0 |
| Mar 2023 | $32.1B | $591.6M | $31.5B | 69 | 0 |
| Oct 2022 | $35.3B | $617.1M | $34.7B | 72 | 0 |
| Mar 2022 | $35.3B | $617.1M | $34.7B | 72 | 0 |
| Apr 2021 | $32.2B | $392.1M | $31.8B | 102 | 0 |
| Mar 2021 | $32.2B | $392.1M | $31.8B | 102 | 0 |
| Dec 2020 | $23.4B | $109M | $23.3B | 91 | 0 |
| Sep 2020 | $23.4B | $109M | $23.3B | 91 | 0 |
| May 2020 | $23.4B | $109M | $23.3B | 91 | 0 |
| Feb 2020 | $23.4B | $109M | $23.3B | 91 | 0 |
| Nov 2019 | $17.6B | $0 | $17.6B | 86 | 0 |
| Sep 2019 | $17.6B | $0 | $17.6B | 86 | 0 |
| May 2019 | $17.6B | $0 | $17.6B | 86 | 0 |
| Mar 2019 | $17.6B | $0 | $17.6B | 82 | 0 |
| Nov 2018 | $19.3B | $0 | $19.3B | 65 | 0 |
| Nov 2018 | $19.3B | $0 | $19.3B | 65 | 0 |
| Jun 2018 | $19.3B | $0 | $19.3B | 65 | 0 |
| Mar 2018 | $19.3B | $0 | $19.3B | 65 | 0 |
| Sep 2017 | $13.6B | $0 | $13.6B | 81 | 642 |
| Sep 2017 | $13.6B | $0 | $13.6B | 81 | 642 |
| Sep 2017 | $13.6B | $0 | $13.6B | 81 | 642 |
| Sep 2017 | $13.6B | $0 | $13.6B | 81 | 642 |
| Jun 2017 | $13.6B | $0 | $13.6B | 81 | 642 |
| May 2017 | $13.6B | $0 | $13.6B | 81 | 642 |
| Mar 2017 | $9.6B | $0 | $9.6B | 53 | 400 |
| Jan 2017 | $8.4B | $0 | $8.4B | 54 | 400 |
| Nov 2016 | $8.4B | $0 | $8.4B | 54 | 400 |
| Apr 2016 | $8.4B | $0 | $8.4B | 54 | 400 |
| Mar 2016 | $8.4B | $0 | $8.4B | 54 | 400 |
| Mar 2016 | $8.4B | $0 | $8.4B | 54 | 400 |
| Feb 2016 | $6.4B | $0 | $6.4B | 52 | 300 |
| Aug 2015 | $6.4B | $0 | $6.4B | 52 | 300 |
| Jun 2015 | $6.4B | $0 | $6.4B | 52 | 300 |
| May 2015 | $6.4B | $0 | $6.4B | 52 | 300 |
| Mar 2015 | $6.4B | $0 | $6.4B | 52 | 300 |
| Nov 2014 | $5.4B | $0 | $5.4B | 50 | 300 |
| Sep 2014 | $5.4B | $0 | $5.4B | 50 | 300 |
| Jun 2014 | $5.4B | $0 | $5.4B | 50 | 300 |
| Jun 2014 | $5.4B | $0 | $5.4B | 50 | 300 |
| Mar 2014 | $5.4B | $0 | $5.4B | 50 | 300 |
| Mar 2014 | $5.4B | $0 | $5.4B | 50 | 300 |
| Jan 2014 | $2B | $0 | $2B | 41 | 150 |
| Jan 2014 | $2B | $0 | $2B | 41 | 150 |
| Oct 2013 | $2B | $0 | $2B | 41 | 150 |
| Mar 2013 | $2B | $0 | $2B | 41 | 150 |
| Feb 2013 | $1.8B | $0 | $1.8B | 41 | 150 |
| Jan 2013 | $1.8B | $0 | $1.8B | 41 | 150 |
| Dec 2012 | $1.8B | $0 | $1.8B | 41 | 150 |
| Nov 2012 | $1.8B | $0 | $1.8B | 41 | 150 |
| Oct 2012 | $1.8B | $0 | $1.8B | 11 | 150 |
| Sep 2012 | $1.8B | $0 | $1.8B | 11 | 150 |
| Aug 2012 | $1.8B | $0 | $1.8B | 11 | 150 |
| Jun 2012 | $1.8B | $0 | $1.8B | 11 | 150 |
| May 2012 | $1.8B | $0 | $1.8B | 11 | 150 |
| Apr 2012 | $1.8B | $0 | $1.8B | 11 | 150 |
| Mar 2012 | $1.8B | $0 | $1.8B | 11 | 150 |
| Feb 2012 | $1.8B | $0 | $1.8B | 11 | 150 |
| Dec 2011 | $1.8B | $0 | $1.8B | 11 | 150 |
| Dec 2011 | $1.8B | $0 | $1.8B | 11 | 150 |
| Aug 2011 | $1.8B | $0 | $1.8B | -- | -- |
| Jun 2011 | $1.8B | $0 | $1.8B | -- | -- |
| May 2011 | $1.8B | $0 | $1.8B | -- | -- |
| May 2011 | $1.8B | $0 | $1.8B | -- | -- |
| Mar 2011 | $1.8B | $0 | $1.8B | -- | -- |
| Feb 2011 | $2B | $0 | $2B | -- | -- |
| Jan 2011 | $2B | $0 | $2B | -- | -- |
| Jan 2011 | $2B | $0 | $2B | -- | -- |
| Dec 2010 | $2B | $0 | $2B | -- | -- |
| Nov 2010 | $2B | $0 | $2B | -- | -- |
| Sep 2010 | $2B | $0 | $2B | -- | -- |
| Sep 2010 | $2B | $0 | $2B | -- | -- |
| Sep 2010 | $2B | $0 | $2B | -- | -- |
| Jul 2010 | $2B | $0 | $2B | -- | -- |
| Mar 2010 | $2B | $0 | $2B | -- | -- |
| Jan 2010 | $2.8B | $0 | $2.8B | -- | -- |
| Mar 2009 | $2.8B | $0 | $2.8B | -- | -- |
| Mar 2008 | $3.7B | $0 | $3.7B | -- | -- |
| Dec 2007 | $1.2B | $0 | $1.2B | -- | -- |
| Jun 2007 | $1.2B | $0 | $1.2B | -- | -- |
| Mar 2007 | $1.2B | $0 | $1.2B | -- | -- |
| Mar 2006 | $350M | $0 | $350M | -- | -- |
| Dec 2005 | $300M | $0 | $300M | -- | -- |
| Oct 2005 | $300M | $0 | $300M | -- | -- |
| Mar 2004 | $200M | $0 | $200M | -- | -- |
| Oct 2003 | $75M | $0 | $75M | -- | -- |
| Apr 2002 | $55M | $0 | $55M | -- | -- |
| Apr 2002 | $55M | $0 | $55M | -- | -- |
| Mar 2002 | $55M | $0 | $55M | -- | -- |
DateJul 2025
Total AUM$48.9B
Discretionary$1.7B
Non-Disc.$47.1B
Employees77
Clients0
DateMar 2025
Total AUM$48.9B
Discretionary$1.7B
Non-Disc.$47.1B
Employees77
Clients0
DateNov 2024
Total AUM$41.6B
Discretionary$1.2B
Non-Disc.$40.4B
Employees75
Clients0
DateMar 2024
Total AUM$41.6B
Discretionary$1.2B
Non-Disc.$40.4B
Employees75
Clients0
DateJan 2024
Total AUM$32.1B
Discretionary$591.6M
Non-Disc.$31.5B
Employees69
Clients0
DateOct 2023
Total AUM$32.1B
Discretionary$591.6M
Non-Disc.$31.5B
Employees69
Clients0
DateJul 2023
Total AUM$32.1B
Discretionary$591.6M
Non-Disc.$31.5B
Employees69
Clients0
DateJun 2023
Total AUM$32.1B
Discretionary$591.6M
Non-Disc.$31.5B
Employees69
Clients0
DateApr 2023
Total AUM$32.1B
Discretionary$591.6M
Non-Disc.$31.5B
Employees69
Clients0
DateMar 2023
Total AUM$32.1B
Discretionary$591.6M
Non-Disc.$31.5B
Employees69
Clients0
DateOct 2022
Total AUM$35.3B
Discretionary$617.1M
Non-Disc.$34.7B
Employees72
Clients0
DateMar 2022
Total AUM$35.3B
Discretionary$617.1M
Non-Disc.$34.7B
Employees72
Clients0
DateApr 2021
Total AUM$32.2B
Discretionary$392.1M
Non-Disc.$31.8B
Employees102
Clients0
DateMar 2021
Total AUM$32.2B
Discretionary$392.1M
Non-Disc.$31.8B
Employees102
Clients0
DateDec 2020
Total AUM$23.4B
Discretionary$109M
Non-Disc.$23.3B
Employees91
Clients0
DateSep 2020
Total AUM$23.4B
Discretionary$109M
Non-Disc.$23.3B
Employees91
Clients0
DateMay 2020
Total AUM$23.4B
Discretionary$109M
Non-Disc.$23.3B
Employees91
Clients0
DateFeb 2020
Total AUM$23.4B
Discretionary$109M
Non-Disc.$23.3B
Employees91
Clients0
DateNov 2019
Total AUM$17.6B
Discretionary$0
Non-Disc.$17.6B
Employees86
Clients0
DateSep 2019
Total AUM$17.6B
Discretionary$0
Non-Disc.$17.6B
Employees86
Clients0
DateMay 2019
Total AUM$17.6B
Discretionary$0
Non-Disc.$17.6B
Employees86
Clients0
DateMar 2019
Total AUM$17.6B
Discretionary$0
Non-Disc.$17.6B
Employees82
Clients0
DateNov 2018
Total AUM$19.3B
Discretionary$0
Non-Disc.$19.3B
Employees65
Clients0
DateNov 2018
Total AUM$19.3B
Discretionary$0
Non-Disc.$19.3B
Employees65
Clients0
DateJun 2018
Total AUM$19.3B
Discretionary$0
Non-Disc.$19.3B
Employees65
Clients0
DateMar 2018
Total AUM$19.3B
Discretionary$0
Non-Disc.$19.3B
Employees65
Clients0
DateSep 2017
Total AUM$13.6B
Discretionary$0
Non-Disc.$13.6B
Employees81
Clients642
DateSep 2017
Total AUM$13.6B
Discretionary$0
Non-Disc.$13.6B
Employees81
Clients642
DateSep 2017
Total AUM$13.6B
Discretionary$0
Non-Disc.$13.6B
Employees81
Clients642
DateSep 2017
Total AUM$13.6B
Discretionary$0
Non-Disc.$13.6B
Employees81
Clients642
DateJun 2017
Total AUM$13.6B
Discretionary$0
Non-Disc.$13.6B
Employees81
Clients642
DateMay 2017
Total AUM$13.6B
Discretionary$0
Non-Disc.$13.6B
Employees81
Clients642
DateMar 2017
Total AUM$9.6B
Discretionary$0
Non-Disc.$9.6B
Employees53
Clients400
DateJan 2017
Total AUM$8.4B
Discretionary$0
Non-Disc.$8.4B
Employees54
Clients400
DateNov 2016
Total AUM$8.4B
Discretionary$0
Non-Disc.$8.4B
Employees54
Clients400
DateApr 2016
Total AUM$8.4B
Discretionary$0
Non-Disc.$8.4B
Employees54
Clients400
DateMar 2016
Total AUM$8.4B
Discretionary$0
Non-Disc.$8.4B
Employees54
Clients400
DateMar 2016
Total AUM$8.4B
Discretionary$0
Non-Disc.$8.4B
Employees54
Clients400
DateFeb 2016
Total AUM$6.4B
Discretionary$0
Non-Disc.$6.4B
Employees52
Clients300
DateAug 2015
Total AUM$6.4B
Discretionary$0
Non-Disc.$6.4B
Employees52
Clients300
DateJun 2015
Total AUM$6.4B
Discretionary$0
Non-Disc.$6.4B
Employees52
Clients300
DateMay 2015
Total AUM$6.4B
Discretionary$0
Non-Disc.$6.4B
Employees52
Clients300
DateMar 2015
Total AUM$6.4B
Discretionary$0
Non-Disc.$6.4B
Employees52
Clients300
DateNov 2014
Total AUM$5.4B
Discretionary$0
Non-Disc.$5.4B
Employees50
Clients300
DateSep 2014
Total AUM$5.4B
Discretionary$0
Non-Disc.$5.4B
Employees50
Clients300
DateJun 2014
Total AUM$5.4B
Discretionary$0
Non-Disc.$5.4B
Employees50
Clients300
DateJun 2014
Total AUM$5.4B
Discretionary$0
Non-Disc.$5.4B
Employees50
Clients300
DateMar 2014
Total AUM$5.4B
Discretionary$0
Non-Disc.$5.4B
Employees50
Clients300
DateMar 2014
Total AUM$5.4B
Discretionary$0
Non-Disc.$5.4B
Employees50
Clients300
DateJan 2014
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees41
Clients150
DateJan 2014
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees41
Clients150
DateOct 2013
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees41
Clients150
DateMar 2013
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees41
Clients150
DateFeb 2013
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees41
Clients150
DateJan 2013
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees41
Clients150
DateDec 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees41
Clients150
DateNov 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees41
Clients150
DateOct 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients150
DateSep 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients150
DateAug 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients150
DateJun 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients150
DateMay 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients150
DateApr 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients150
DateMar 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients150
DateFeb 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients150
DateDec 2011
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients150
DateDec 2011
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients150
DateAug 2011
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees--
Clients--
DateJun 2011
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees--
Clients--
DateMay 2011
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees--
Clients--
DateMay 2011
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees--
Clients--
DateMar 2011
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees--
Clients--
DateFeb 2011
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees--
Clients--
DateJan 2011
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees--
Clients--
DateJan 2011
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees--
Clients--
DateDec 2010
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees--
Clients--
DateNov 2010
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees--
Clients--
DateSep 2010
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees--
Clients--
DateSep 2010
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees--
Clients--
DateSep 2010
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees--
Clients--
DateJul 2010
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees--
Clients--
DateMar 2010
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees--
Clients--
DateJan 2010
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees--
Clients--
DateMar 2009
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees--
Clients--
DateMar 2008
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees--
Clients--
DateDec 2007
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees--
Clients--
DateJun 2007
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2007
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2006
Total AUM$350M
Discretionary$0
Non-Disc.$350M
Employees--
Clients--
DateDec 2005
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees--
Clients--
DateOct 2005
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees--
Clients--
DateMar 2004
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees--
Clients--
DateOct 2003
Total AUM$75M
Discretionary$0
Non-Disc.$75M
Employees--
Clients--
DateApr 2002
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees--
Clients--
DateApr 2002
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees--
Clients--
DateMar 2002
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees--
Clients--