ANCHOR CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 1983

Total AUM

$2.4B

Discretionary

$2.4B

100% of AUM

Avg account

$902K

Accounts

2,632

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 105540
Registered since: May 12, 1983
Website: anchorcapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI42.87%
Other29.35%
Charitable Organizations8.41%
Pension & Profit Sharing Plans7.4%
State / Municipal Government6.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Anchor Capital Advisors LLC is an independent registered investment adviser that has been operating since 1983. The firm serves both individual/family and institutional clients and functions as a capital allocator, directing client capital to outside managers in addition to managing portfolios internally. Its advisory services include financial planning, discretionary portfolio management for individuals and businesses, selection of other advisers and pension consulting. Anchor uses a mix of billing methods — percentage of assets under management, hourly charges and fixed fees — and is not identified as an active ESG investor. The firm received repeated recognition from CNBC’s list of Top 100 Financial Advisory Firms from 2019 through 2022, reflecting visibility among peers and media during that period.