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 registered investment adviser that has been SEC-registered since 2003 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that blends financial planning with portfolio management and adviser selection. Its service menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selecting outside managers. Fees are charged via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. CRA describes itself as an active ESG investor and was listed among CNBC’s Top 100 Financial Advisory Firms in 2025.