SourcingSourcing

ANDERSEN TAX LLC

C27
CRD 124205·SEC 801-61693·MCLEAN, VA
AUM
$6.35B
$1B+
Est. Revenue
$63.5M
@ 1% on AUM
Est. EBITDA
$19.0M
@ 30% margin
Est. Deal Value
$152.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANDERSEN TAX LLC
CRD
124205
SEC file #
801-61693
EIN
—
DBA names
Andersen

Economics

AUM
$6.35B
AUM band
$1B+
AUM trajectory
'20'26
$1.87B → $6.35B▲ +240%
Client mix
Individuals High Net Worth462
Individuals Other88
Corporations40
Charitable Organizations13
Other9

Operations

Employees (total)
2,061
Advisory staff (per ADV)
50
Advisory staff (5-yr trend)
'20'26
26 advisors → 50 advisors▲ +92%
Primary office
MCLEAN VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
twitter.com/andersen_us(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANDERSEN TAX HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
18
Control Persons
ANDERSEN TAX HOLDINGS LLC
CASSIDY, FRANK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:andersentax.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
14
Form 5500 Total Participants
5,172
Form 5500 Total Compensation
1,581,772
Form 5500 Compensation Trajectory 3y
20251,581,772
20240
Form 5500 Plan Count Trajectory 3y
202511
20243
Schedule C Total Compensation
1,581,772
Schedule C Service Provider Rows
14

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
22
Bc Firm IAR Count
22
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (35)

35
KYRIACOU, ANDREW
IAR · Executive Officer · 2.5%
3129136
ULLSPERGER, BRIAN, STEVEN
IAR · Executive Officer · 2.5%
2255540
LEVY, ADAM, SCOTT
IAR · Executive Officer · 2.5%
3069030
JUFFER, MATTHEW, ALLAN
IAR · Executive Officer · 2.5%
4239679
CASSIDY, FRANK
Executive Officer · 2.5%
6932959
Coscia, Peter
Executive Officer · 2.5%
6932956
Crocco, Peter
Executive Officer · 2.5%
7530795
DECKELMAN, WILLIAM, LEROY
Executive Officer · 2.5%
4985870
DEPAOLI, DANIEL, GERALD
Executive Officer · 2.5%
4495423
DUFFY, MARY
Executive Officer · 2.5%
6932964
KARCZEWSKI, JOSEPH
Executive Officer · 2.5%
5483090
LIVINGSTON, NEAL
Executive Officer · 2.5%
8068406
Malo, Jeff
Executive Officer · 2.5%
7358351
Steinberger, Adam
Executive Officer · 2.5%
7896566
THIEL, CHAD
Executive Officer · 2.5%
7896568
VORSATZ, MARK, LAWRENCE
Executive Officer · 2.5%
4610346
CHONG, MORGAN, LEE
Executive Officer · 2.5%
5470084
David Francis
IAR
7965212
Christian Corey Martin
IAR
7958739
Thomas Galgano
IAR
7965354
Shaun Paul Hamilton
IAR
7293859
Mary Kurry McCormick
IAR
6656278
eric michael sanders
IAR
6656203
Mollie Caputo
IAR
7965333
Anthony Rieck
IAR
7964047
Leigha Pope
IAR
8144848
VLADIMIR GUERRIER
IAR
5943602
CHRISTINE FRANCES Brill
IAR
5771600
CHRISTINA MARIE BOKOR
IAR
6266853
CHARLES HOWARD FISHER
IAR
2720242
JEFFREY MICHAEL BRATZ
IAR
4738833
DANIEL MICHAEL GOLDSTEIN
IAR
2564340
Kevin Reid Draudt
IAR
7031581
Daniel Holly
IAR
7960633
KEEGAN FAY STROUP
IAR
4494933