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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 612 | 603 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.