# YHB INVESTMENT ADVISORS INC

YHB INVESTMENT ADVISORS INC of WEST HARTFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 105434
- Type: SEC-registered investment adviser
- SEC file number: 801-35916
- Location: 29 SOUTH MAIN STREET, SUITE 306, WEST HARTFORD, CT, 06107-2417
- Phone: 860-561-7050
- Latest filing: 2026-03-18
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.3B
- Clients: 30
- Accounts: 3,074

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Pensions, Charities, Other

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Paul Roger Martel | PRESIDENT | — |
| Mark Wilson Everette | CCO, CHAIRMAN OF THE BOARD, & SENIOR PORTFOLIO MANAGER | — |
| Dennis Patrick Hannigan | CHIEF INVESTMENT OFFICER & SENIOR PORTFOLIO MANAGER | — |
| Linda Lee Morel | VICE PRESIDENT & SENIOR PORTFOLIO MANAGER | — |
| Anne Agonis Space | CEO & SENIOR PORTFOLIO MANAGER | — |
| Thomas Matthew Manning | COO & SENIOR PORTFOLIO MANAGER | — |
| MARTEL PAUL ROGER | PRESIDENT; PRESIDENT AND CHAIRMAN; PRESIDENT AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| YOUELL GARY BRUCE | DIRECTOR & SHAREHOLDER; VICE PRESIDENT; VICE PRESIDENT AND CHAIRMAN | — |
| BLISS RANDY | TREASURER/SECRETARY | — |
| EVERETTE MARK WILSON | CCO, CHAIRMAN OF THE BOARD, & SENIOR PORTFOLIO MANAGER; CEO, CCO AND CHAIRMAN OF THE BOARD; SECRETARY AND CHIEF EXECUTIVE OFFICER (+3 more) | — |
| HANNIGAN DENNIS PATRICK | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & SENIOR PORTFOLIO MANAGER | — |
| DIMARTINO MICHELLE ANNE | CHIEF COMPLIANCE OFFICER | — |
| MOREL LINDA LEE | VICE PRESIDENT; VICE PRESIDENT & SENIOR PORTFOLIO MANAGER | — |
| Space Anne Agonis | CEO & SENIOR PORTFOLIO MANAGER; COO & SENIOR PORTFOLIO MANAGER | — |
| MANNING THOMAS MATTHEW | COO & SENIOR PORTFOLIO MANAGER; SENIOR PORTFOLIO MANAGER | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (860) 561-7050 |
| — | — | 1 | (860) 561-7050 |
| — | — | 1 | (860) 561-7050 |
| — | — | 1 | (860) 561-7050 |
| — | — | 1 | (860) 561-7050 |
| — | — | 1 | (860) 561-7050 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105434/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105434/similar
- Related entities: https://search.stillhousedata.com/firm/105434/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105434

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.