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USI ADVISORS

GLASTONBURY, CT · CRD 108113 · IAPD ↗ · usiadvisorsinc.com · 860-633-5283

$56.28BRegulatory AUM
48Advisory reps
79Employees
0Clients
0Planning clients
0Private funds
49States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2026 — USI ADVISORS added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2026 — USI ADVISORS grew from 41 to 48 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
20
February 2026 — USI ADVISORS changed its website from usicg.com to usiadvisorsinc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — USI ADVISORS added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — USI ADVISORS reported RAUM up 30% ($32.08B -> $41.62B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.