RIA Intel›Advisers›New Jersey›OLSON, CROSS & ALAMO ADVISORS LLC

OLSON, CROSS & ALAMO ADVISORS LLC

Advisory

RED BANK, NJ

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in NJ

#625

of 775 advisers by AUM

Average account

$546K

across 140 accounts

AUM per adviser

$76M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$76M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$76M

Discretionary AUM$76M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients48

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, NJ, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

48 clients

35 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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