Anderson Hoagland & Co

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$3.4M

Accounts

415

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 105157
Registered since: March 4, 1980
Website: ahco.com
Custodians: CHARLES SCHWAB & CO., INC., BANK OF AMERICA, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.3%
Charitable Organizations28.08%
Corporations / Businesses4.66%
Pension & Profit Sharing Plans1.01%
Individuals0.94%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Anderson Hoagland & Co. is an independent registered investment adviser organized as a corporation and registered with the SEC in 1980. The firm serves both individual & family clients and institutional accounts, offering financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and other business or institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser does not self-identify as an active ESG investor, and it does not function as a capital allocator. Anderson Hoagland & Co. was named one of CNBC’s Top 100 Financial Advisory Firms in 2025.