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64 HARTFORDBUSINESS.COM | 2026 BOOK OF LISTS P R O F E S S I O N A L S E R V I C E S LARGEST EMPLOYEE-BENEFITS CONSULTANTS IN GREATER HARTFORD Ranked by number of local licensed consultants, then local employees Hartford Ranked by number of local licensed consultants, then local employees Consultancy Local licensed consultants/ companywide Local employees/ companywide Services offered Managing partner(s)/ year founded 1 USI Consulting Group 95 Glastonbury Blvd., Glastonbury 06033 860-633-5283; usicg.com 100 4,600 166 10,000 Retirement planning, investment, actuarial and Bill Tremko President & CEO 1975 2 Pension Consultants, a Strongpoint Partner 10 Waterside Drive, Farmington 06032 860-676-8000; mypensionconsultants.com 27 27 30 34 Retirement plan design and administration for 401(k) and cash balance plans William J. Anastasiades President Frank P. Rossi Vice president & consulting actuary 1971 3 20 Church St., Hartford 06103 860-324-9747; mercer.com 26 (1) 58 (1) 26 (1) N/A Conventional areas of brokerage and consulting, complex specialty areas such as total health management Dawn O'Shaughnessy Principal & Hartford of 1937 4 Fiducient Advisors , Windsor 06095 860-683-1187; 24 63 73 209 Retirement plans, endowments and foundations, Michael Goss President Sabrina Bailey CEO 1995 5 NFP, an AON co. (2) 29 South Main St., Suite 300, West Hartford 06107 860-409-7520; nfp.com 18 N/A 36 N/A operty and casualty insurance, retirement and individual private client solutions Rollin G. Schuster Managing director, NFP 1993 6 Smith Brothers Insurance LLC 68 National Drive, Glastonbury 06033 860-652-3235; smithbrothersusa.com 17 22 72 242 , surety, 401(k) and risk management Joe B. Smith President & CEO 1971 7 OneDigital 195 Scott Swamp Road, Suite 100, Farmington 06032 860-409-7200; onedigital.com 16 N/A 60 5,000 esource consulting, pharmacy consulting, property and casualty solutions, retir Eric Pomroy Vice president, Sales Russ Stone Vice president, Client services 2000 8 Odyssey Advisors Inc. 11 Hayward Ave., Building 4, Colchester 06415 860-537-9080; odysseyadvisors.com 11 13 11 13 Actuarial and pension consulting, OPEB & pension valuation and consulting, third-party administration for plans Parker Elmore President, CEO & actuary 1998 9 Acrisure LLC dba The Health Consultants Group 40 Corporate Ave., Plainville 06062 860-351-0100; myhcg.com 10 4,500 60 19,000 ed to safeguard client interests globally Stephanie Amato Managing principal 1994 10 AJC Insurance Agency of Rocky Hill 1850 Silas Deane Highway, Rocky Hill 06067 860-721-0922; ajcinsagency.com 8 N/A 8 N/A Insurance for auto, home, business, life and motorcycle Daniel M. Pedra Principal 1995 11 Brooks, Todd & McNeil 855 Sullivan Ave., South Windsor 06074 860-783-5900; brookstoddmcneil.com 7 N/A 14 78 Business, personal, life & health, Medicar annuities Stephen G. Todd President & CEO 1839 12 Robert Hensley & Associates LLC 10 Avon Meadow Lane, Suite 1, Avon 06001 860-678-1090; hensleyassociates.com 7 N/A 8 N/A life, disability and long term care insurance Robert W. Hensley Margaret Jakubowski Members 1991 13 May, Bonee & Clark | Risk Strategies Co. 180 Glastonbury Blvd., Glastonbury 06033 860-430-3700; mayboneeclark.com; mayboneeclarkfs.com 6 159 19 N/A , voluntary, long term care; property & casualty insurance and 401(k) retirement plans Ryan Friedman Tom Clark Dan Clark Managing directors 1997 14 Cassidy Financial Services LLC (3) 1 Pasco Drive, East Windsor 06088 860-623-0104; 6 (1) 7 (1) 7 (1) 9 (1) Business retirement services including SEP-IRA, SIMPLE-IRA and 401(k) Brian Cassidy Principal 2006 15 Assured Partners New England (ARM) One Financial Plaza, Hartford 06103 860-524-7600; assuredpartners.com/HartfordCT 5 (1) 200 (1) 200 (1) N/A Property and casualty insurance, risk management, etirement services Hank Dominioni President, Conn. Platform 2011 16 10 Research Parkway, Suite 200, Wallingford 06492 888-674-0046; 5 5 68 68 Wholesale insurance pr administration technology, EDI, consolidated billing, integrated COBRA administration Maria Scarpa Executive vice president William Chaf Vice president, Strategic Initiatives & Sales 1969 17 NBT Wealth Management & NBT Insurance Agency 2670 Main St., Glastonbury 06033 860-494-2345; nbtbank.com 4 9 11 89 Wealth management including business retirement plan services Andreas Kapetanopoulos Regional president Scott Kingsley President & CEO 1856 18 Crystal Financial Insurance Services 915 Sullivan Ave., Suite 9, South Windsor 06074 860-436-9522; 4 4 4 5 Health, life and disability including Medicare supplements & advantage plans, annuities, dental and more Jennifer L. Lovett President & CEO 2006 18 Professional Business Insurers (PBI) 62 LaSalle Road, West Hartford 06107 860-233-1171; pbiins.com 4 4 4 4 oup health plans, Medicare products, individual health insurance, 401(k), investment advisory service Jason Gutcheon Owner 1987 20 Highstreet-Tracy-Driscoll Insurance and Financial Services 10 Main St., 4th Floor, Bristol 06010 860-589-3434; tracy-driscoll.com 3 N/A 38 N/A N/A Brian Dehm President 1920 21 Constitution Group of Wells Fargo Advisors 180 Glastonbury Blvd., Suite 100, Glastonbury 06033 860-368-6932; constitutiongroup.com 3 3 8 8 Wealth advisory Thomas A. Ragonese Arthur B. Sullivan Managing directors & investment of (4) 2010 Sour ess time for Farmington's PASI LLC or Milldale's Nesso Group. N/A = Not available. OCIO = Outsourced chief investment of (1) Data from 2024 survey. (2) Dublin-based AON acquired NFP, which continues to operate independently under the AON umbrella. (3) Additional of (4) Zachary Tracey, First vice president & investment of . -Compiled by: Stephanie R. Meagher, research@nebusinessmedia.com