RIA Intel›Advisers›Florida›ANCHOR FINANCIAL SERVICES, CPA, PA

ANCHOR FINANCIAL SERVICES, CPA, PA

Advisory

STUART, FL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in FL

#2,128

of 2,610 advisers by AUM

Average account

$855K

across 15 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

15 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

FINANCIAL PRESCRIPTIONS, LLC

$13M

JL PARRISH INVESTMENTS INC.

JACKSONVILLE, FL

$13M

IRONWOOD CAPITAL MANAGEMENT, LLC

$13M

STRATEGIC INVESTMENTS & INSURANCE, LLC

BOCA RATON, FL

$13M

LADIN FINANCIAL GROUP INC.

CORAL GABLES, FL

$13M

ROBBINS CAPITAL, L.L.C.

TAMPA, FL

$13M

Get the full picture on ANCHOR FINANCIAL SERVICES, CPA, PA

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ANCHOR FINANCIAL SERVICES, CPA, PA and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans