Usi Advisors

Registered investment advisor · Glastonbury, Connecticut · CRD #108113

Assets Under Management

$56.3B

Client Accounts

1,355

Employees

CRD Number

108113

Registration

SEC Registered

Custodian

Charles Schwab Bank, Fidelity Brokerage Services Llc, Empower Retirement, Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Usi Advisors

USI Consulting Group (USICG) is a leading retirement consulting firm based in Glastonbury, Connecticut. Established in 1975, the company has over 30 offices across the United States and employs more than 575 professionals. As a wholly-owned subsidiary of USI Insurance Services LLC, USICG ranks among the top 10 retirement consulting firms in the country. USICG offers a wide range of services, including defined benefit and defined contribution plan consulting, investment advisory services, retire

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Usi Advisors

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Usi Advisors's AUM?

Usi Advisors reports approximately $56.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Usi Advisors headquartered?

Usi Advisors is headquartered in Glastonbury, Connecticut.

What is Usi Advisors's CRD number?

Usi Advisors's CRD number is 108113. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.