A registered investment advisory firm based in McLean, Virginia, with about 6 offices. It manages about $6.35 billion for roughly 550 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$6.85 million
Assets under management ?$6.35 billion
Individual clients550
Median years of experience10
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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Also known as
Wtas LLC · Wealth and Tax Advisory Services, Inc. · Andersen Tax LLC
About Andersen
How do I contact Andersen?
Call the main office at 571-382-0020. The main office is at 1861 International Drive Suite 501, McLean, VA 22102.
How is Andersen paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Andersen offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers, Newsletters and publications, Educational seminars and workshops.
How many advisors work at Andersen?
We list 22 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.