RIA Intel›Advisers›Nevada›SILVER ANCHOR FINANCIAL, LLC

SILVER ANCHOR FINANCIAL, LLC

Advisory

NV

Data as of Feb 15, 2026 · Source: SEC Form ADV

Rank in NV

#98

of 130 advisers by AUM

Average account

$552K

across 177 accounts

AUM per adviser

$98M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 15, 2026.

Total AUM

$98M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$98M

Discretionary AUM$30M

Non-Discretionary AUM$68M

Discretionary %30.4%

Total Clients117

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MA, NV, NY, RI

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

117 clients

14 high-net-worth

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

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