RIA Intel›Advisers›Alabama›ANDERSON PEWITT & ASSOCIATES, INC.

ANDERSON PEWITT & ASSOCIATES, INC.

Advisory

BIRMINGHAM, AL

Data as of Aug 26, 2026 · Source: SEC Form ADV

Rank in AL

#125

of 158 advisers by AUM

Average account

$405K

across 169 accounts

AUM per adviser

$68M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$68M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$68M

Discretionary AUM$53M

Non-Discretionary AUM$15M

Discretionary %78.1%

Total Clients66

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAL

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

66 clients

26 high-net-worth

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

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