Wealth Manager
    SEC Registered
    Manages Private Funds

    Andersen

    Registered investment advisor · McLean, Virginia · CRD #124205

    Assets Under Management
    $6.3B
    Client Accounts
    579
    Employees
    2,061
    CRD Number
    124205
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Rbc Capital Markets, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Andersen

    Andersen is a SEC-registered investment advisory firm headquartered in McLean, Virginia, managing approximately $6.3B in regulatory assets across 579 client accounts. The firm's full regulatory record is filed with the SEC under CRD #124205.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Andersen

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    Frequently Asked Questions

    What is Andersen's AUM?

    Andersen reports approximately $6.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Andersen headquartered?

    Andersen is headquartered in McLean, Virginia.

    What is Andersen's CRD number?

    Andersen's CRD number is 124205. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Andersen manage?

    Andersen manages approximately 579 client accounts according to its latest SEC filing.

    Is Andersen SEC registered?

    Yes, Andersen is registered with the SEC as an investment adviser with an approved registration status.

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