WASHINGTON CROSSING ADVISORS LLC
C35
CRD 281511·SEC 801-108807·MORRISTOWN, NJ
AUM
$2.03B
$1B+
Est. Revenue
$20.3M
@ 1% on AUM
Est. EBITDA
$6.1M
@ 30% margin
Est. Deal Value
$48.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $322.4M
'21 · $2.69B
'22 · $3.05B
'23 · $3.10B
'25 · $2.14B
'26 · $2.03B
'20'26
$322.4M → $2.03B▲ +529%
Client mix
| Individuals Other | 3,097 |
| Charitable Organizations | 64 |
| Individuals High Net Worth | 55 |
| Pooled Investment Vehicles | 21 |
| Corporations | 10 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 8 advisors
'22 · 8 advisors
'23 · 8 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
4 advisors → 5 advisors▲ +25%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited