Andersen Group Inc. (ANDG)
Industrials · Professional tax and financial advisory services · NYSE
Independent tax, valuation, and financial advisory powerhouse serving high-net-worth individuals, families, and institutional clients across the U.S. without audit constraints.
What Andersen Group Inc. does
Andersen Group Inc. is a leading independent provider of tax, valuation, and financial advisory services to individuals, families, businesses, and institutional clients across the United States. Founded in 2002 by former Arthur Andersen partners, the firm offers integrated service offerings including private client services, business tax services, alternative investment fund advisory, and valuation services. Operating through membership in Andersen Global (a Swiss association of over 300 member firms), the company leverages specialized technical expertise and strong firm culture to address complex tax and financial challenges without providing audit or financial statement attestation services.
Themes: ["Tax advisory and compliance","Wealth advisory and private client services","Valuation services","Alternative investments / fund advisory","Financial advisory","Professional services platform"]
Fundamentals
- Price$42.93 as of 2026-07-10 close
- Market cap$4.8B as of 2026-07-12
- 1-year return+65.6% as of 2026-07-10 close
- Net margin-0.2% as of 2026-07-12
- Gross margin+29.5% as of 2026-07-12
- ROE+68.7% as of 2026-07-12
- Debt / equity0.00 as of 2026-07-12
- Revenue growth (YoY)+19.6% as of 2026-07-12
- Revenue CAGR (3y)+14.6% SEC XBRL
- Beta1.20 as of 2026-07-12
Key risks (from latest filing)
["Reliance on key personnel and ability to recruit and retain skilled professionals in a competitive labor market","Dependence on client retention and ability to acquire new clients; exposure to macroeconomic uncertainty affecting client demand for advisory services","Regulatory compliance risks related to privacy, data security, and evolving tax laws in the United States and internationally"]
Competitors & peers
- Deloitte
- PwC (PricewaterhouseCoopers)
- EY (Ernst & Young)
- KPMG
- Grant Thornton
- BDO
- CohnReznick
Fundamentals: Finnhub, as of 2026-07-12. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.