Andersen Tax LLC
● SEC registered since 2003CRD 124205SEC# 801-61693McLean, VA
Reg. AUM
$6.35B
Employees
2,061
Accounts
579
Location
McLean, VA
Andersen Tax LLC assets under management
Andersen Tax LLC is an investment advisory firm registered with the SEC based in McLean, VA. The firm has been registered since 2003. It reports $6.3 billion in regulatory assets under management and employs 2,061 people.
Andersen Tax LLC owners & executives
21 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Scott Levy | Managing Director - New York Ics | Under 5% | 2015 |
| Adam Steinberger Control | Managing Director/Board Member | Under 5% | 2024 |
| Andersen Tax Holdings LLC Control | Holding Company | Over 75% | 2007 |
See all 21 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Andersen Tax LLC manage?
Andersen Tax LLC reports $6.3 billion in regulatory assets under management on its Form ADV.
How many employees does Andersen Tax LLC have?
Andersen Tax LLC reports 2,061 employees.
Where is Andersen Tax LLC located?
Andersen Tax LLC is based in McLean, VA and has been SEC-registered since 2003.
Does Andersen Tax LLC disclose fund performance?
Andersen Tax LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1861 International Drive, Suite 501, McLean, VA 22102 |
| Phone | 571-382-0020 |
| Fax | 703-442-0181 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$6.35B▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$6.35Bregulatory AUM
Discretionary $6.35B