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

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 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.