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ANCHOR CAPITAL ADVISORS LLC
CRD 105540 · SEC 801-18930
TWO INTERNATIONAL PLACE, SUITE 2110, BOSTON, MA, 02110-4104, United States
Phone
617-338-3800
Fax
617-426-6871
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.37B
Discretionary AUM
$2.37B
Team
42 total employees; 15 advisory reps; 18 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | $122.1M |
| High net worth individuals | 299 | $1.02B |
| Pension/profit sharing plans | 15 | $175.8M |
| Charitable organizations | 14 | $199.6M |
| State/municipal entities | 7 | $143.6M |
| Corporations/business entities | 9 | $18.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD