Andersen Group Inc.
Andersen Group Inc. (NYSE: ANDR) operates as a leading independent provider of tax, valuation, and financial advisory services to individuals, families, businesses, and institutional clients throughout the United States. The company maintains its website at www.andersen.com. From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Andersen Group Inc. does
In the company’s own words
Andersen Group Inc. (NYSE: ANDR) operates as a leading independent provider of tax, valuation, and financial advisory services to individuals, families, businesses, and institutional clients throughout the United States. The company maintains its website at www.andersen.com.
Founded in 2002 by experienced leaders from the former Arthur Andersen, the firm has built a multidimensional advisory platform that deliberately excludes audit and financial statement attestation services, allowing it to operate without the independence restrictions that constrain traditional audit firms. This strategic positioning enables Andersen to offer comprehensive non-audit services tailored to client needs while maintaining independence from regulatory limitations.
The company's service offerings span four primary areas. Private Client Services addresses complex matters for affluent families and high-net-worth individuals involving multigenerational wealth, charitable giving, and trust and estate planning. Business Tax Services provides integrated tax consulting and compliance support across mergers and acquisitions, state and local tax, international tax services, and tax technology automation. Alternative Investment Funds delivers specialized services for family offices, private equity funds, hedge funds, venture capital funds, and real estate investment trusts. Valuation Services encompasses tax valuation, financial reporting valuations, and fixed asset and real estate valuation expertise.
As of December 31, 2025, Andersen employed over 2,300 professionals across 26 locations in the United States and served approximately 12,350 client groups. The company generated revenue of $838.7 million in 2025. The firm maintains a low Managing Director-to-professional operating model with a high ratio of client-facing employees, emphasizing direct senior involvement in client relationships.
Andersen functions as the founding member of Andersen Global, a Swiss association comprising over 300 member and collaborating firms with more than 50,000 professionals operating in over 180 countries. This global network provides access to international expertise while maintaining Andersen's independence and local autonomy. The company's brand, built on decades of professional excellence and service standards, represents a key competitive differentiator in attracting clients and talent. Professional licensure is prevalent among client-facing managers and above, with 87 percent holding credentials such as CPA, CFA, EA, LLM, or JD designations.
Company details
- Sector
- Industrials
- Industry
- Business Services
- Headquarters
- SAN FRANCISCO, CA
- Fiscal year end
- December
- CIK
- 2065708
- SIC
- 7389
Financial performance, year by year
Fiscal 2025–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Andersen Group Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Andersen Group Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Could not be determined for this company: bond issues.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
Compare this company with peers, find it in your funds and follow its financial history with your connected AI:
- “How do Andersen Group Inc. and its peers compare on margins and cash generation over ten years?”
- “Where did five years of Andersen Group Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
- “What changed in Andersen Group Inc.'s last four quarterly filings that the numbers alone won't show?”