CFS Investment Advisory Services LLC

RIASEC RegisteredEst. 1993

Total AUM

$2.7B

Discretionary

$1.9B

68% of AUM

Avg account

$794K

Accounts

3,437

Employees

Advisory reps

Firm details

Headquarters: Totowa, New Jersey
CRD number: 106577
Registered since: December 28, 1993
Website: www.cfsias.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, RAYMOND JAMES & ASSOCIATES, INC., GREAT-WEST TRUST COMPANY, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI59.14%
Pension & Profit Sharing Plans34.52%
Individuals5.3%
Charitable Organizations0.77%
Corporations / Businesses0.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

CFS Investment Advisory Services LLC is an independent, privately owned RIA that has been SEC-registered since 1993. The firm positions itself as a fee-for-service wealth manager and capital allocator serving both individual/family and institutional clients. Its advisory remit includes financial planning, portfolio management for individuals and small businesses, portfolio management for larger businesses or institutions, selection of other advisers, and pension consulting services. The company also operates as an insurance broker and charges clients via a mix of AUM-based fees and fixed fees. FINTRX flags the firm as not being an active ESG investor and not a multi-state adviser. The firm has been recognized in several industry lists: it appeared in Financial Times’ Top 300 RIA Firms (2020), was named in FA Magazine’s Top RIA Firms (2020), and received multiple Forbes mentions (2022–2024), including Forbes’ America’s Top RIA Firms in 2023.