Andersen is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mclean, VA. Its latest Form ADV filing, dated March 30, 2026, reports $6.3B in regulatory assets under management, 2,061 employee, 6 offices, and 579 accounts.
Assets Under Management
$6.3B
Employees
2,061
Offices
6 offices
Total Clients
612
Primary office
MCLEAN, VA
1861 INTERNATIONAL DRIVE, SUITE 501, MCLEAN, VA, United States
Top client segmentHNWI represent 75.5% of total clients.
Top client categories% of clientsClients
1
HNWI
75.5%
462
2
Individuals
14.4%
88
3
Corporations
6.5%
40
4
Charitable
2.1%
13
5
ENDOWMENTS, OTHER NOT-FOR-PROFIT ORGANIZATIONS AND FAMILY PARTNERSHIPS
1.5%
9
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.3Bas of March 30, 2026
Discretionary100.0%
$6.3B
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$6.3B
Total Accounts579
10Y AUM Change+$4.4B (+225.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2,061
Clients per Employee0:1
10Y Employee Change+1,303 (+171.9%)
* 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.