Wealth manager, bank-affiliated · Morristown, NJ
Washington Crossing Advisors LLC
SEC-registered investment adviser · CRD 281511 · SEC 801-108807
At a glance
Washington Crossing Advisors LLC is an SEC-registered investment adviser based in Morristown, New Jersey, with $2.0 billion in regulatory assets under management as of its Form ADV filed April 22, 2026. Its largest client group by assets is individuals, and it reports 3,152 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 774th of 8,915 wealth managers and 3,598th of 17,210 SEC-registered advisers by assets.
Main office 973-549-4052washingtoncrossingadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.0B
- Rank among wealth managers
- #774 of 8,915
- Rank among all SEC RIAs
- #3,598 of 17,210
- Rank in New Jersey
- #70 of 392
- Individual clients
- 3,152
- High-net-worth clients
- 55
- Accounts
- 3,257
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 5
- Offices
- 3
Owners and executives on its Form ADV
- Chad A. MorganlanderCo-Chief Investment Officer
- Kevin R. CaronCo-Chief Investment Officer
- Avi L SteinChief Financial Officer
- Michael A. SperoChief Compliance Officer / Chief Operating Officer
Custody and brokerage
Custodian
- Stifel, Nicolaus & Company, IncorporatedAffiliate of the firm$2.0B
Broker-dealer
Hybrid RIA
Washington Crossing Advisors LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Keefe, Bruyette & Woods, Inc., Stifel Europe AG, Stifel Hong Kong Limited, Stifel Nicolaus Canada Inc., Stifel Nicolaus Europe Limited, Stifel Nicolaus Israel LTD., Stifel Schweiz AG and Stifel, Nicolaus & Company, Incorporated.
- Keefe, Bruyette & Woods, Inc. ↗CRD 481
An introducing broker-dealer: its trades clear through Stifel, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
- Stifel Europe AG
- Stifel Hong Kong Limited
- Stifel Nicolaus Canada Inc.
- Stifel Nicolaus Europe Limited
- Stifel Nicolaus Israel LTD.
- Stifel Schweiz AG
- Stifel, Nicolaus & Company, Incorporated ↗CRD 793
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 3,097 | $1.7B | 82% |
| High-net-worth individuals | 55 | $191M | 9% |
| Charitable organizations | 64 | $116M | 6% |
| Pooled investment vehicles | 21 | $30M | 1% |
| Corporations or other businesses | 10 | $18M | <1% |
| Banking or thrift institutions | 7 | $17M | <1% |
| Pension and profit sharing plans | 3 | $1M | <1% |
Disciplinary disclosures
Washington Crossing Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗washingtoncrossingadvisors.com ↗
AtlasMembers
The full record on Washington Crossing 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, 8 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,945 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
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Washington Crossing Advisors LLC manage?
Washington Crossing Advisors LLC reports $2.0 billion in regulatory assets under management across 3,257 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 22, 2026.
What kind of firm is Washington Crossing Advisors LLC?
Washington Crossing Advisors LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Washington Crossing Advisors LLC’s clients?
By assets, its largest client types are individuals ($1.7 billion, 3,097 clients); high-net-worth individuals ($191 million, 55 clients); charitable organizations ($116 million, 64 clients).
Does Washington Crossing Advisors LLC have any disciplinary history?
Washington Crossing Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Washington Crossing 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 (2026-04-22), 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 →