ANDERSEN TAX LLC
Legal name: ANDERSEN
CRD #124205 SEC #801-61693 MCLEAN, VA 571-382-0020
SEC Registered
Total AUM
$6.1B
Discretionary
$0
Employees
1,970
Clients
--
Accounts
584
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $6.1B | $0 | $6.1B | 1,970 | 35 |
| Mar 2024 | $5B | $0 | $5B | 1,861 | 29 |
| Mar 2023 | $4.2B | $0 | $4.2B | 1,511 | 28 |
| Mar 2022 | $3.7B | $0 | $3.7B | 1,148 | 24 |
| Mar 2021 | $2.6B | $0 | $2.6B | 1,148 | 24 |
| Jun 2020 | $2.1B | $0 | $2.1B | 1,010 | 20 |
| Mar 2020 | $2.1B | $0 | $2.1B | 1,010 | 20 |
| Sep 2019 | $1.9B | $0 | $1.9B | 890 | 18 |
| Mar 2019 | $1.9B | $0 | $1.9B | 890 | 18 |
| Mar 2018 | $2.1B | $0 | $2.1B | 850 | 19 |
| Jun 2017 | $2B | $0 | $2B | 758 | 300 |
| Mar 2017 | $2B | $0 | $2B | 758 | 300 |
| Mar 2016 | $1.9B | $0 | $1.9B | 658 | 300 |
| Mar 2015 | $1.8B | $0 | $1.8B | 595 | 300 |
| Oct 2014 | $1.7B | $0 | $1.7B | 497 | 300 |
| Jul 2014 | $1.7B | $0 | $1.7B | 497 | 300 |
| Mar 2014 | $1.7B | $0 | $1.7B | 497 | 300 |
| Nov 2013 | $1.5B | $0 | $1.5B | 474 | 200 |
| Apr 2013 | $1.5B | $0 | $1.5B | 474 | 200 |
| Mar 2012 | $1.4B | $0 | $1.4B | 251 | 200 |
| Mar 2011 | $1.3B | $0 | $1.3B | 251 | -- |
| May 2010 | $844.7M | $0 | $844.7M | 251 | -- |
| Mar 2009 | $580.9M | $0 | $580.9M | 251 | -- |
| Jan 2008 | $1.2B | $0 | $1.2B | 251 | -- |
| Dec 2007 | $3.3B | $0 | $3.3B | 251 | -- |
| Feb 2007 | $3.3B | $0 | $3.3B | 251 | -- |
| Sep 2005 | $1.2B | $0 | $1.2B | 251 | -- |
| Apr 2004 | $551M | $0 | $551M | 51 | -- |
| Mar 2004 | $551M | $0 | $551M | 51 | -- |
| Dec 2003 | $51.2M | $0 | $51.2M | 51 | -- |
| Oct 2003 | $51.2M | $0 | $51.2M | 51 | -- |
DateMar 2025
Total AUM$6.1B
Discretionary$0
Non-Disc.$6.1B
Employees1,970
Clients35
DateMar 2024
Total AUM$5B
Discretionary$0
Non-Disc.$5B
Employees1,861
Clients29
DateMar 2023
Total AUM$4.2B
Discretionary$0
Non-Disc.$4.2B
Employees1,511
Clients28
DateMar 2022
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees1,148
Clients24
DateMar 2021
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees1,148
Clients24
DateJun 2020
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees1,010
Clients20
DateMar 2020
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees1,010
Clients20
DateSep 2019
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees890
Clients18
DateMar 2019
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees890
Clients18
DateMar 2018
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees850
Clients19
DateJun 2017
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees758
Clients300
DateMar 2017
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees758
Clients300
DateMar 2016
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees658
Clients300
DateMar 2015
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees595
Clients300
DateOct 2014
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees497
Clients300
DateJul 2014
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees497
Clients300
DateMar 2014
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees497
Clients300
DateNov 2013
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees474
Clients200
DateApr 2013
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees474
Clients200
DateMar 2012
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees251
Clients200
DateMar 2011
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees251
Clients--
DateMay 2010
Total AUM$844.7M
Discretionary$0
Non-Disc.$844.7M
Employees251
Clients--
DateMar 2009
Total AUM$580.9M
Discretionary$0
Non-Disc.$580.9M
Employees251
Clients--
DateJan 2008
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees251
Clients--
DateDec 2007
Total AUM$3.3B
Discretionary$0
Non-Disc.$3.3B
Employees251
Clients--
DateFeb 2007
Total AUM$3.3B
Discretionary$0
Non-Disc.$3.3B
Employees251
Clients--
DateSep 2005
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees251
Clients--
DateApr 2004
Total AUM$551M
Discretionary$0
Non-Disc.$551M
Employees51
Clients--
DateMar 2004
Total AUM$551M
Discretionary$0
Non-Disc.$551M
Employees51
Clients--
DateDec 2003
Total AUM$51.2M
Discretionary$0
Non-Disc.$51.2M
Employees51
Clients--
DateOct 2003
Total AUM$51.2M
Discretionary$0
Non-Disc.$51.2M
Employees51
Clients--