Usi Advisors

Usi Advisors (CRD# 108113) is a financial advisory firm headquartered in Glastonbury, CT. They manage $13,632,894,753 in 647 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,633
    MILLION
  • Total Number of Accounts
    647
    ACCOUNTS
  • Average Account Value
    $21,070,935
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NC, NE, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Usi Advisors
Showing 1 - 10 of 46 top financial advisors.
1
Robert H. Pfahl
CRD#: 2668961
95 Glastonbury Boulevard, Suite 102, Glastonbury, CT 06033
96
Wealthminder
score

Robert Pfahl (CRD# 2668961) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 22 years of experience in the finance industry. Robert Pfahl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael N. Welz
CRD#: 4308110
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033
96
Wealthminder
score

Michael Welz (CRD# 4308110) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 17 years of experience in the finance industry.

3
Kent L. Accola
CRD#: 5998980
601 Union Street, Suite 1000, Seattle, WA 98101
93
Wealthminder
score

Kent Accola (CRD# 5998980) is an Investment Advisor Representative working at Usi Advisors in Seattle, WA and has over 6 years of experience in the finance industry.

4
Andrea M. Bongiovanni
CRD#: 5699915
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033
93
Wealthminder
score

Andrea Bongiovanni (CRD# 5699915) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 9 years of experience in the finance industry.

5
David M. Brisnehan
CRD#: 5464653
6501 South Fiddlers Green Circle, Suite 100, Greenwood Village, CO 80111
93
Wealthminder
score

David Brisnehan (CRD# 5464653) is an Investment Advisor Representative working at Usi Advisors in Greenwood Village, CO and has over 10 years of experience in the finance industry.

6
Sarah J. Bruno
CRD#: 5090813
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033
93
Wealthminder
score

Sarah Bruno (CRD# 5090813) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 12 years of experience in the finance industry.

7
Bob R. Cross
CRD#: 2379247
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033
93
Wealthminder
score

Bob Cross (CRD# 2379247) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 24 years of experience in the finance industry.

8
Matthew A. Cross
CRD#: 6002202
900 S. Gay Street,, Suite 1796, Knoxville, TN 37902
93
Wealthminder
score

Matthew Cross (CRD# 6002202) is an Investment Advisor Representative working at Usi Advisors in Knoxville, TN and has over 6 years of experience in the finance industry.

9
Adam W. Davies
CRD#: 6236037
900 S. Gay Street, Suite 1796, Knoxville, TN 37902
93
Wealthminder
score

Adam Davies (CRD# 6236037) is an Investment Advisor Representative working at Usi Advisors in Knoxville, TN and has over 4 years of experience in the finance industry.

10
Gerard O. De Labry
CRD#: 4887866
95 Glastonbury Blvd, Suite 102, Glastonbury, CT 06033
93
Wealthminder
score

Gerard De Labry (CRD# 4887866) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 9 years of experience in the finance industry.

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