Anchor Capital Advisors LLC

RIASEC Registered

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, fee-based registered investment adviser that has been SEC-registered since 1983. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, discretionary portfolio management for individuals and businesses, pension consulting, and selection-of-other-advisers services. Anchor presents itself as a capital allocator, employing a mix of percentage-of-AUM, hourly, and fixed-fee engagement models. The firm is not an active ESG investor. Anchor has been recognized by CNBC as a Top 100 Financial Advisory Firm in 2019, 2020, 2021, and 2022.