RIA Intel›Advisers›Maryland›ANCHOR WEALTH ADVISORS, LLC

ANCHOR WEALTH ADVISORS, LLC

Advisory

COCKEYSVILLE, MD

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MD

#404

of 468 advisers by AUM

Average account

$270K

across 283 accounts

AUM per adviser

$76M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$76M

Discretionary %

100%

Clients

104

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$76M

Discretionary AUM$76M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients104

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, PA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

104 clients

31 high-net-worth

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

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Advisers of similar size in MD

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

AUDIBLE WEALTH MANAGEMENT LLC

SILVER SPRING, MD

$76M

CELESTIAL WEALTH MANAGEMENT, LLC

$76M

AMES STEVEN REEDE

ANNAPOLIS, MD

$76M

+23.0% 1Y

CAPITAL INVESTMENT MANAGEMENT INC.

$76M

-10.1% 1Y

SEAN LOUIS DEFREHN

$75M

PHILADELPHIA INVESTMENT MANAGEMENT CO

POCOMOKE, MD

$75M

+5.5% 1Y

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