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Washington Crossing Advisors LLC

Morristown, NJ·SEC-registered · CRD #281511

Washington Crossing Advisors LLC is an SEC-registered investment advisory firm in Morristown, NJ managing $2.0B across 3.3k client accounts, with 5 advisory staff.

Regulatory snapshot

Verify on SEC.gov

Regulatory AUM

$2.0B

Client accounts

3.3k

Advisory staff

5

Fee model

Fee-only

How Washington Crossing Advisors LLC is paid

Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.

% of assetsFee-only

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Common questions about Washington Crossing Advisors LLC

How much does Washington Crossing Advisors LLC manage?

Per its most recent SEC Form ADV filing (04/22/2026), Washington Crossing Advisors LLC reports $2.0B in regulatory assets under management across roughly 3.3k client accounts.

How does Washington Crossing Advisors LLC charge?

Washington Crossing Advisors LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.

Is Washington Crossing Advisors LLC a fiduciary?

Yes. Washington Crossing Advisors LLC is registered with the U.S. Securities and Exchange Commission (CRD #281511), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.

Is Washington Crossing Advisors LLC taking new clients like me?

Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Washington Crossing Advisors LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.

Other advisory firms in Morristown, NJ

Profile compiled from Washington Crossing Advisors LLC's public SEC Form ADV filing (CRD #281511, filed 04/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Washington Crossing Advisors LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Washington Crossing Advisors LLC? Claim this profile.