Crossbridge Wealth Management

What Crossbridge Wealth Management does

Crossbridge Wealth Management, LLC is a privately-held, faith-based financial advisory firm headquartered in Johnson City, Tennessee, founded circa 2008 and structured as a Tennessee LLC under a partnership of senior managing partners. The firm delivers comprehensive wealth management services — retirement planning, investment management, estate planning, group health benefits, and insurance analysis — to individuals, families, and employer clients across 20 U.S. states.

The firm's underlying technology is the LPL Financial broker-dealer and registered investment advisor platform, which provides securities trading, custody, account administration, and client access (LPL Account Login, Albridge reporting). Crossbridge layers a relationship-driven advisory process on top of this platform: discovery, goal-setting, strategy, implementation, and ongoing review, supported by a content-rich website (resource library, video content, financial calculators, glossary) that serves as a top-of-funnel marketing and education channel.

The revenue model is professional-services based: fees and commissions generated through LPL Financial on advisory, brokerage, insurance, and group benefits products. Specific fee schedules are not publicly disclosed and are communicated in client consultations and Form ADV filings. The firm has approximately 14 named advisors and staff, holds no external funding, has no parent company, and operates without disclosed revenue or AUM figures.

Name

Crossbridge Wealth Management

Legal name

CrossBridge Wealth Management, LLC

Website

https://crossbridgewealth.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Crossbridge Wealth Management is a privately-held, faith-based financial advisory firm in Johnson City, Tennessee that provides retirement, investment, estate, insurance, and group health benefits services to individuals, families, and employers across 20 U.S. states via the LPL Financial platform.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industries

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Trust, Fiduciary & Estate Planning Services (FSABADAG), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

Keywords

• Wealth management services
• Retirement planning
• Investment advisory
• Estate planning
• Financial planning

Headquarters

HQ city

Johnson City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: The firm offers securities and investment advisory services through their broker dealer, LPL Financial. They provide comprehensive wealth management including financial planning, investment management, retirement income planning, estate planning, and insurance services on a fee or commission basis.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

CrossBridge Wealth Management delivers comprehensive wealth management services to individuals and families, including retirement planning, investment management, estate planning, group health benefits, and insurance services. Advisory services and securities are offered through the firm's broker-dealer relationship with LPL Financial, applied on a fee or commission basis across a five-step wealth management process.

Product overview

Crossbridge Wealth Management is a financial advisory firm that offers comprehensive wealth management services. The firm provides securities and investment advisory services through its broker-dealer relationship with LPL Financial. Their service offerings include retirement planning, investment management, estate planning, group health benefits, and insurance services. The firm also provides educational tools including financial calculators, a glossary of financial terms, and tax resources. Services are delivered through a team-based approach with advisors specializing in various areas including comprehensive wealth management, retirement income planning, 401(k) and 403(b) plan management, and insurance analysis.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Wealth Management Integrated wealth management service combining financial planning, investment management, retirement income planning, estate planning, and insurance services for individuals and families, delivered through a dedicated team of advisors.
• Retirement Planning Tailored retirement strategies and income planning services for individuals and families seeking to retire with financial security.
• Investment Management Investment advisory services guiding clients through life transitions using years of advisor experience, including portfolio oversight for endowments and foundations.
• Estate Planning Estate and legacy planning services grounded in the firm's values-based philosophy, helping clients establish legacy plans and transfer assets to heirs or charitable causes.
• Group Health Benefits Group health benefits plans and administration services for business owners and employers seeking to provide employee benefits that attract and retain talent.
• Insurance Services Insurance advisory and risk management services including life insurance, long-term care, and disability coverage analysis and planning.
• 401(k) and 403(b) Plan Management Fiduciary retirement plan management services for employer-sponsored 401(k) and 403(b) plans, covering plan structure, oversight, and ongoing administration.
• Endowment and Foundation Portfolio Oversight Investment management and portfolio oversight services for nonprofit organizations, endowments, and foundations, including disciplined long-term financial strategy aligned with mission objectives.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• LPL FinancialcoreTechnology or IntegrationCrossBridge is an integrated financial services firm that offers securities and investment advisory services through their broker dealer, LPL Financial. The firm operates under LPL Financial's registered investment advisor platform, providing clients access to securities trading, investment management, and account administration through LPL's technology infrastructure including LPL Account Login and Albridge systems.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Ameriprise Financial: Advisor-driven wealth and asset management firm serving retail and HNW clients with retirement, investment, and estate planning services; business model is closely aligned with CrossBridge's LPL-affiliated practice structure.
• Robert W. Baird & Co. Private wealth management division of a regional financial services firm offering personalized investment, retirement, and estate planning to individuals and families — comparable advisor-led retail model with regional-to-mid-market orientation.
• Edward Jones: Large U.S. advisor-led retail wealth management franchise offering retirement, investment, and estate planning to individuals and families through a branch-based relationship model — directly comparable to CrossBridge's team-based personal advisory approach.
• Carson Group: Independent wealth management firm serving financial advisors and their clients with a faith-friendly, values-based culture; comparable to CrossBridge in both RIA support model and emphasis on values-driven client relationships.
• Mariner Wealth Advisors: Independent RIA providing comprehensive wealth planning, investment management, estate, and retirement services to individuals and institutions — closely aligned with CrossBridge's comprehensive-service positioning.
• Creative Planning: Independent, fee-only RIA delivering comprehensive wealth management, retirement, and estate planning to high-net-worth individuals and families — directly comparable to CrossBridge's integrated offering.

Others

• LPL Financial: Largest U.S. independent broker-dealer providing the platform, custody, and compliance infrastructure under which CrossBridge operates; not a direct competitor but a strategic dependency and infrastructure peer.

Broad incumbents

• Stifel Financial: Full-service wealth management and investment banking firm with a strong advisor network serving retail and HNW clients in retirement, investment, and estate planning — adjacent incumbent with overlapping offerings.
• Raymond James Financial: Large diversified financial services firm with a substantial Private Client Group providing wealth and retirement advisory through affiliated advisors — overlaps with CrossBridge's service mix but at much greater scale and breadth.
• Charles Schwab (Independent Advisor Services): Provides custodial, trading, and technology infrastructure to thousands of independent RIAs and competes for retail wealth assets directly — comparable to LPL as a platform peer and as a direct competitor for end-client assets.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Crossbridge Wealth Management