Firm profile

USI ADVISORS

GLASTONBURY, CTCRD 108113Latest ADV March 30, 2026

Usi Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Glastonbury, CT. Its latest Form ADV filing, dated March 30, 2026, reports $56.3B in regulatory assets under management, 79 employees, 13 offices, and 1,355 accounts.

Assets Under Management
$56.3B
Employees
79
Offices
13 offices
Total Clients
1,353
Primary office
GLASTONBURY, CT
95 GLASTONBURY BLVD., SUITE 102, GLASTONBURY, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOWilliam M. Tremko
CCOMelinda M. Robidoux

Advisory services offered

4 types reported
Other advisory services
Pension consulting services
Portfolio management for businesses

Fee models offered

4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 62.5% of total clients.
Top client categories% of clientsClients
1
Pension Plans
62.5%
845
2
Corporations
22.0%
297
3
Government
7.9%
107
4
Charitable
5.2%
71
5
Banks
1.5%
20
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$56.3Bas of March 30, 2026
Discretionary4.2%
$2.4B
4% of total RAUM4.2%
Non-discretionary95.8%
$53.9B
96% of total RAUM95.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$56.3B
Total Accounts1,355
10Y AUM Change+$46.7B (+485.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees79
Clients per Employee17:1
10Y Employee Change+26 (+49.1%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.