ANDERSEN

RIASEC RegisteredEst. 2003

Total AUM

$6.3B

Discretionary

$6.3B

100% of AUM

Avg account

$11M

Accounts

579

Employees

2,061

Advisory reps

Firm details

Headquarters: MCLEAN, Virginia
CRD number: 124205
Registered since: January 9, 2003
Website: andersen.com
Custodians: CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.72%
Corporations / Businesses38.5%
Other1.3%
Charitable Organizations0.81%
Individuals0.62%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Andersen is an independent RIA organized as a limited liability company and operating since 2003. The firm serves high-net-worth individuals, families and institutional clients with a mix of financial planning, discretionary portfolio management and consulting services. Its advisory platform includes selection of other advisers, pension consulting, publication of client-facing materials and educational seminars, indicating a consultative, multi-service approach rather than a single-product focus. Andersen is not positioned as an active ESG investor and does not act as a capital allocator; instead it blends internally managed strategies with third‑party managers and mutual fund vehicles. The firm maintains an industry affiliation with accountants and has received an industry recognition from Citywire in 2024 for the “50 Growers Across America” feature.