Anchor Capital Advisors

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Last updated: February 23rd, 2020. Data source: SEC filings.


Anchor Capital Advisors, federally registered in 1983, is a Registered Investment Advisor (RIA) in 49 state(s) with a licensed staff of 15 advisors. Anchor Capital Advisors manages $3.0 billion and provides investment advisory services for 526 clients (1:36 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 17
Percentage of Advisors Trusted 88%
Minimum Investment $0
Average Client Balance $5,636,720
Total AUM $3.0 billion
Advisor / Client Ratio 1:36
Headquarters Boston, MA
SEC Filings View SEC IAPD CRD #105540
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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