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| Keyboard |
| USI Advisors Inc
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|---|---|
| CRD # | 108113 |
| SEC # | 801-56622 |
| CIK # | |
| AUM | 56.28 B (2026-03-30) |
| Employees | 79 (61% Investors, 42% Brokers) |
| Phone | 860-633-5283 |
| Address | 95 Glastonbury Blvd Glastonbury, CT 06033 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 20 | 0.6 |
| (d) Investment companies | 6 | 1.6 |
| (e) Business development companies | 2 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 845 | 37.9 |
| (h) Charitable organizations | 71 | 2.2 |
| (i) State or municipal government entities | 107 | 3.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 297 | 10.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,355 | 56.3 |
| By Discretionary | ||
| Discretionary | 134 | 2.4 |
| Non-Discretionary | 1,221 | 53.9 |
| Total | 1,355 | 56.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 56.3 | |
| Total | 1,355 | 56.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
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|---|---|---|
|
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|
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|
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|
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✚
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CA | 50.01 B |
|
Thrivent Asset Management LLC
✚
|
MN | 47.99 B |