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ANDERSEN
Legal name: ANDERSEN TAX LLC
CRD 124205File 801-61693
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.35B
Top 25% of cohort (national)
Discretionary AUM
$6.35B
Clients
603
579 accounts
Employees
2,061
Top 10% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 9, 2003
- Principal office
- 1861 INTERNATIONAL DRIVE, SUITE 501, MCLEAN, VA, 22102
- Phone
- 571-382-0020
- Website
- HTTP://WWW.ANDERSEN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.35B
- Discretionary AUM
- $6.35B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 579
- Non-discretionary accounts
- 0
- Total accounts
- 579
- AUM per client
- $10.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 40 | $2.44B |
| Charitable organizations | 13 | $51.6M |
| High net worth individuals | 462 | $3.73B |
| Pension and profit sharing plans | Fewer than 5 | $2.9M |
| Individuals (other than high net worth individuals) | 88 | $39.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 612 | 603 | decreased by9 |
| Apr 1, 2026 | Employees | 1,970 | 2,061 | increased by91 |
| Apr 1, 2026 | Clients | 583 | 612 | increased by29 |
| Apr 1, 2026 | AUM | $6,080,097,000 | $6,348,792,000 | increased by$268,695,000 |
| Apr 1, 2026 | Accounts | 584 | 579 | decreased by5 |
| Feb 1, 2026 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,148 | 1,970 | increased by822 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 399 | 583 | increased by184 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,696,945,000 | $6,080,097,000 | increased by$2,383,152,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 331 | 584 | increased by253 |
| Apr 1, 2022 | Clients | 384 | 399 | increased by15 |
| Apr 1, 2022 | AUM | $2,592,313,522 | $3,696,945,000 | increased by$1,104,631,478 |
| Apr 1, 2022 | Accounts | 366 | 331 | decreased by35 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ANDERSEN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANDERSEN” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.