CRA Financial Services, L.L.C.

RIASEC RegisteredEst. 2003

Total AUM

$1.7B

Discretionary

$1.5B

90% of AUM

Avg account

$420K

Accounts

4,030

Employees

Advisory reps

Firm details

Headquarters: Northfield, New Jersey
CRD number: 124004
Registered since: August 18, 2003
Website: crafinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.51%
Individuals16.14%
Pension & Profit Sharing Plans12.55%
Corporations / Businesses3.82%
Charitable Organizations0.98%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

CRA Financial Services, L.L.C. is an independent, owner-operated registered investment adviser formed in 2003 and organized as an LLC. The firm acts as a capital allocator and serves both individual/family clients and institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. CRA identifies as an active ESG investor and lists an industry affiliation with accountants. The firm received placement on CNBC’s Top 100 Financial Advisory Firms list for 2025, reflecting external recognition of its scale or business profile.