Investment adviser · CRD 108113

USI ADVISORS

Investment adviser filing (IA)

USI ADVISORS, INC.

GLASTONBURY, CT, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $56.3B
Client accounts: 1,355
Employees: 79
Advisory professionals: 48

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Retirement plans	845	$37,933,546,432	67.4%
Corporations & businesses	297	$10,588,664,664	18.8%
Government entities	107	$3,241,511,101	5.8%
Charities	71	$2,189,210,589	3.9%
Investment companies	6	$1,581,255,528	2.8%
Banks & thrifts	20	$588,435,366	1.0%
Insurance companies	5	$125,271,537	0.2%
Sovereign wealth & foreign institutions	Fewer than 5	$32,478,713	0.1%
Business development companies	2	$2,257,606	0.0%

Filing source

Form ADV 2075813 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

95 GLASTONBURY BLVD., SUITE 102
GLASTONBURY, CT, 06033, United States

CRD 108113

Filing source

Form ADV 2075813 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.