Asset manager · Boston, MA
Anchor Capital Advisors LLC
SEC-registered investment adviser · CRD 105540 · SEC 801-18930
At a glance
Anchor Capital Advisors LLC is an SEC-registered investment adviser based in Boston, Massachusetts, with $2.4 billion in regulatory assets under management as of its Form ADV filed March 16, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 474 individual clients. By Form ADV it is a asset manager, ranked 978th of 3,218 asset managers and 3,289th of 17,210 SEC-registered advisers by assets.
Main office 617-338-3800anchorcapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.4B
- Rank among asset managers
- #978 of 3,218
- Rank among all SEC RIAs
- #3,289 of 17,210
- Rank in Massachusetts
- #203 of 627
- Individual clients
- 474
- High-net-worth clients
- 299
- Accounts
- 2,632
- Discretionary
- 100% of AUM
- Employees
- 42
- Advisory staff
- 15
- Offices
- 4
Owners and executives on its Form ADV
- William P. RiceExecutive Chairman
- William P. RiceChief Executive Officer, Director
- Kyle F. GormanChief Financial Officer
- Kristen McGovernChief Compliance Officer, Chief Operating Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 299 | $1.0B | 43% |
| Other | 5 | $697M | 29% |
| Charitable organizations | 14 | $200M | 8% |
| Pension and profit sharing plans | 15 | $176M | 7% |
| State or municipal government entities | 7 | $144M | 6% |
| Individuals | 175 | $122M | 5% |
| Corporations or other businesses | 9 | $18M | <1% |
Disciplinary disclosures
Anchor Capital Advisors LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗anchorcapital.com ↗
AtlasMembers
The full record on Anchor Capital Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 879 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Anchor Capital Advisors LLC manage?
Anchor Capital Advisors LLC reports $2.4 billion in regulatory assets under management across 2,632 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 16, 2026.
What kind of firm is Anchor Capital Advisors LLC?
Anchor Capital Advisors LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Anchor Capital Advisors LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($1.0 billion, 299 clients); other ($697 million, 5 clients); charitable organizations ($200 million, 14 clients).
Does Anchor Capital Advisors LLC have any disciplinary history?
Anchor Capital Advisors LLC answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Anchor Capital Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →