Issue link: https://nebusinessmedia.uberflip.com/i/1545117
22 HARTFORDBUSINESS.COM | JUNE 1, 2026 The Lists Employee-benefits consultants in Greater Hartford (1) Ranked by number of Conn.-based licensed consultants, then employees Consultancy Licensed consultants statewide/ companywide Statewide employees/ companywide Services offered Managing partner(s)/ year founded 1 USI Consulting Group 95 Glastonbury Blvd., Glastonbury 06033 860-633-5283 • usicg.com 89 4,600 144 10,500 Retirement planning, investment, actuarial and benefits consulting Bill Tremko Chairman 1975 2 Lockton Cos. LLC 65 Memorial Road, Suite C100, West Hartford 06107 860-678-4000 • lockton.com 48 N/A 103 13,100 Global employee-benefits consulting William Husic President, Hartford Josh Olson President, South Norwalk 1966 3 Hilb Group New England 30 Batterson Park Road, Farmington 06032 800-678-1700 • hilbgroup.com 30 N/A 60 2,500 Employee-benefits broker & consultant providing cost containment, compliance and communication services and support Thomas Allen Practice leader, New England Robert F. Calise Regional leader, New England 2009 4 Pension Consultants, a Strongpoint Partner 10 Waterside Drive, Farmington 06032 860-676-8000 • mypensionconsultants.com 26 26 34 34 Retirement plan design and administration for 401(k) plans, in-house actuarial services for defined-benefit and cash balance plans William J. Anastasiades President Frank P. Rossi Vice president & actuary 1971 5 Acrisure LLC dba The Health Consultants Group 40 Corporate Ave., Plainville 06062 860-351-0100 • myhcg.com 20 N/A 65 19,000 Insurance and financial technology solutions Stephanie Amato Managing principal 1994 6 NFP, an AON Co. (2) 29 South Main St., Suite 300, West Hartford 06107 860-409-7520 • nfp.com 18 (3) N/A 36 (3) N/A Employee benefits, specialized property and casualty insurance, retirement and individual private client solutions Rollin G. Schuster Managing director, NFP 1993 7 Smith Brothers Insurance LLC 68 National Drive, Glastonbury 06033 860-652-3235 • smithbrothersusa.com 17 (3) 22 (3) 170 (3) 242 (3) Independent insurance and financial services agency, business and personal insurance, employee benefits, surety, 401(k) and risk management Joe B. Smith President & CEO 1971 8 Odyssey Advisors Inc. 11 Hayward Ave., Building 4, Colchester 06415 860-537-9080 • odysseyadvisors.com 10 12 10 12 Actuarial and pension consulting, OPEB & pension valuation and consulting, third-party administration for 401(k) plans, defined-benefit & defined-contribution plans Parker Elmore President, CEO & actuary 1998 9 OneDigital 195 Scott Swamp Road, Farmington 06032 860-409-7200 • onedigital.com 9 N/A 74 6,257 Employee benefits, human resources consulting, pharmacy consulting, property and casualty solutions, retirement and wealth management, global benefits Eric Pomroy Vice president, Sales Russ Stone Vice president, Client services 2000 10 Brooks, Todd & McNeil 855 Sullivan Ave., South Windsor 06074 860-783-5900 • brookstoddmcneil.com 8 8 63 75 Business, personal, life & health, Medicare, fixed annuities Stephen G. Todd President & CEO 1839 11 AJC Insurance Agency of Rocky Hill 1850 Silas Deane Highway, Rocky Hill 06067 860-721-0922 • ajcinsagency.com 8 (3) 8 (3) N/A N/A Insurance for auto, home, business, life and motorcycle Daniel M. Pedra Principal 1995 12 Hensley Advisors 10 Avon Meadow Lane, Suite 1, Avon 06001 860-678-1090 • hensleyadvisors.com 7 7 8 8 Employee benefits, wealth management, individual life, disability and long-term care insurance Robert W. Hensley Margaret Jakubowski Members 1991 13 NBT Wealth Management & NBT Insurance Agency 2670 Main St., Glastonbury 06033 860-494-2345 • nbtbank.com 6 N/A 89 2,300 Wealth management including business retirement plan services Andreas Kapetanopoulos Regional president Scott Kingsley President & CEO 1856 14 May, Bonee & Clark | Risk Strategies Co. 180 Glastonbury Blvd., Glastonbury 06033 860-430-3700 • mayboneeclark.com; mayboneeclarkfs.com 6 (3) 159 (3) 65 (3) N/A Employee benefits with medical, dental, life, disability, voluntary, long-term care; property & casualty insurance and 401(k) retirement plans Dan Clark Ryan Friedman Tom Clark Managing directors 1997 15 Tzedakah House LLC 8 Lunar Drive, Woodbridge 06525 203-387-2266 • tzedakah-house.com 6 N/A 15 N/A Employee-benefit programs for small and large employers Benjamin Klein President 2004 16 PPI Benefit Solutions 10 Research Parkway, Suite 200, Wallingford 06492 888-674-0046 • ppibenefits.com 5 (3) 5 (3) 68 (3) 68 (3) Wholesale insurance products wrapped in benefits administration technology, EDI, consolidated billing, integrated COBRA administration Maria Scarpa Executive vice president William Chaffin Vice president, Strategic Initiatives & Sales 1969 17 King Risk Partners (4) 842 Silas Deane Highway, Wethersfield 06109 860-563-9353 • king-insurance.com 5 N/A 5 N/A Insurance and employee benefits Mitchell Marcus President, Marcus Insurance 1974 17 Thomson Financial Services LLC 100 Queen St., Southington 06489 860-621-8005 • thomsonplans.com 5 N/A 5 N/A Employee benefits, Medicare, individual coverage Robert Thomson Owner 1990 19 Procyon (5) 655 Winding Brook Drive, Suite 2030, Glastonbury 06033 844-776-2966 • procyon.net 4 4 34 80 Employee benefits including employer paid, employer sponsored, tax accounts and voluntary benefits Phil Fiore Co-founder & CEO 2017 20 Crystal Financial Insurance Services 915 Sullivan Ave., Suite 9, South Windsor 06074 860-436-9522 • crystalfinancialinsurance.com 4 (3) 4 (3) 5 (3) 5 (3) Health, life and disability including Medicare supplements & advantage plans, annuities, dental and more Jennifer L. Lovett President & CEO 2006 21 Professional Business Insurers (PBI) 62 LaSalle Road, West Hartford 06107 860-233-1171 • pbiins.com 4 4 4 4 Employee benefits, group health plans, Medicare products, individual health insurance, 401(k), investment advisory services Jason Gutcheon Owner 1987 Source: Each consultancy via survey as of Q2 2026. Note: Mercer Health and Benefits, a Marsh business, last responded to HBJ's 2024 survey with 26 employee-benefits consultants in Greater Hartford and 58 Conn.-based employees. Cassidy Financial Services LLC last responded to HBJ's 2024 survey with 6 employee-benefits consultants in Greater Hartford and 9 Conn.-based employees. In August 2025, Ill.-based Arthur J. Gallagher & Co. acquired AssuredPartners; AssuredPartners New England (ARM) last responded to HBJ's 2024 survey with 5 employee-benefits consultants in Greater Hartford and 240 Conn.-based employees. Unable to confirm data by press time for Farmington's PASI LLC or Milldale's Nesso Group. N/A = Not available. OCIO = Outsourced chief investment officer. OPEB = Other post-employment benefits. (1) Hartford Business Journal is in the process of expanding all of its lists to include companies statewide. Please reach out to research@nebusinessmedia.com to be included on the list. (2) Dublin-based AON acquired NFP, which continues to operate independently under the AON umbrella. (3) From HBJ's 2025 survey. (4) Marcus Insurance Agency was acquired by Fla.-based King Insurance Partners on May 7, 2024. (5) Shelton-based Procyon acquired Glastonbury's Wooster Corthell Wealth Management. -Compiled by: Stephanie R. Meagher, research@nebusinessmedia.com EMPLOYEE-BENEFITS CONSULTANTS IN GREATER HARTFORD (1) Ranked by number of Conn.-based licensed consultants, then employees