# Andersen

> Andersen is an SEC-registered investment advisory firm in McLean, VA, registered since 2003, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 124205
- Filed as: ANDERSEN
- Legal name: Andersen Tax LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124205
- AdvisorCensus page: https://advisorcensus.com/firm/andersen-mclean-va-124205

## Quick answers

**How is Andersen compensated?**
On its Form ADV (Item 5.E, October 2026), Andersen reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Andersen located?**
Andersen's principal office is in McLean, VA, according to its Form ADV; the April 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is Andersen registered with the SEC or a state?**
Andersen is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 124205.

**How much does Andersen manage?**
Andersen reports $6,348,792,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Andersen's assets and staff changed since 2021?**
In the Form ADV data for Andersen: Regulatory assets under management: $2,592,313,522 in the October 2021 data and $6,348,792,000 in the October 2026 data, up 145%. Total employees: 1,148 in October 2021 and 2,061 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Andersen serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (462); individuals (other than high net worth individuals) (88); corporations or other businesses not listed above (40).

**Which custodians does Andersen use?**
Andersen's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and RBC Capital Markets, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Andersen report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/124205

**What changed in Andersen's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 51 to 50.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- RBC Capital Markets, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $6,348,792,000
- Discretionary: $6,348,792,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $39,612,000 |
| High net worth individuals | 462 | $3,727,861,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,913,000 |
| Charitable organizations | 13 | $51,556,000 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 40 | $2,444,016,000 |
| Other | 9 | $82,834,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2003 (23 years)
- Employees: 2,061 total, 50 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Boston, MA
- Des Moines, IA
- Houston, TX
- New York, NY
- Tampa, FL
- West Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- [andersen.com](https://andersen.com)
- [https/www.youtube.com/channel/UCigGsyr_3DiPHQdOYbfmE8A](https://https/www.youtube.com/channel/UCigGsyr_3DiPHQdOYbfmE8A)
- Facebook @ANDERSENUS
- LinkedIn @ANDERSENUS
- X @ANDERSEN_US

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,592,313,522 | 1,148 | March 30, 2021 |
| October 2022 | $3,696,945,000 | 1,148 | March 30, 2022 |
| October 2023 | $4,217,211,000 | 1,511 | March 30, 2023 |
| October 2024 | $4,963,236,000 | 1,861 | March 29, 2024 |
| October 2025 | $6,080,097,000 | 1,970 | March 31, 2025 |
| October 2026 | $6,348,792,000 | 2,061 | March 30, 2026 |

Regulatory assets under management: $2,592,313,522 in the October 2021 data and $6,348,792,000 in the October 2026 data, up 145%.
Total employees: 1,148 in October 2021 and 2,061 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 51 to 50.

### February 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.H(2)).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Andersen (CRD 124205): Form ADV filing data as of October 2026.