# USI Advisors

USI Advisors is a SEC-Registered Investment Adviser based in Glastonbury, United States.

## Overview

- **Organization type:** SEC-Registered Investment Adviser
- **Headquarters:** Glastonbury, United States
- **Region:** North America
- **Address:** Glastonbury, CT, United States
- **Assets under management:** $56.3B regulatory AUM (Form ADV, March 2026)

## Regulatory record

- **CRD number:** 108113
- **SEC file number:** 801-56622
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-30
- **Reports private funds:** No

## About

USI Advisors is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 108113, SEC file 801-56622), with its main office in Glastonbury, Connecticut. Its Form ADV filed on 30 March 2026 reports $56.3B in regulatory assets under management across 1,355 accounts.

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Updated: 2026-10-14T20:19:47.948Z

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