CRA Financial Services, L.L.C.

RIASEC Registered
Total AUM
$1.7B
Discretionary
$1.5B
90% of AUM
Avg account
$420K
Accounts
4,030
Employees
14
Advisory reps
12

Firm details

Headquarters
Northfield, New Jersey
CRD number
124004
Registered since
August 18, 2003
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 registered investment adviser organized as an LLC and registered with the SEC in 2003. The firm acts as a capital allocator for a mix of individual, family and institutional clients and provides financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, pension consulting, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. CRA reports being an active ESG investor and was named to CNBC’s Top 100 Financial Advisory Firms list in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 19%, Cash & Cash Equivalents 9%, State & Local Bonds 2%, Investment Grade Corp Bonds 2%, US Government Bonds 1%, Private Funds 1%, Other 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities19%
  • Cash & Cash Equivalents9%
  • State & Local Bonds2%
  • Investment Grade Corp Bonds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 227

Active vs passive

$615M in ETFs

Passive

69%

$425M

Active

24%

$190M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US DIVIDEND EQUITY ETF (SCHD)SchwabPassiveLarge Value$40.7M1,250,8046.62%

Location

Primary office

Northfield, NJ

Atlantic

Location

Northfield, NJ

Headquartered in Northfield, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Atlantic
Address
332 Tilton Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth