Anchor Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 16, 2026, reports $2.4B in regulatory assets under management, 42 employees, 3 offices, and 2,632 accounts.
Assets Under Management
$2.4B
Employees
42
Offices
3 offices
Total Clients
524
Primary office
BOSTON, MA
TWO INTERNATIONAL PLACE, SUITE 2110, BOSTON, MA, United States
Top client segmentHNWI represent 57.1% of total clients.
Top client categories% of clientsClients
1
HNWI
57.1%
299
2
Individuals
33.4%
175
3
Pension Plans
2.9%
15
4
Charitable
2.7%
14
5
Corporations
1.7%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of March 16, 2026
Discretionary100.0%
$2.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.4B
Total Accounts2,632
10Y AUM Change$-6.4B (-72.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees42
Clients per Employee12:1
10Y Employee Change-7 (-14.3%)
* 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.