Cra Financial Services, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Northfield, NJ. Its latest Form ADV filing, dated March 13, 2026, reports $1.7B in regulatory assets under management, 14 employees, and 4,030 accounts.
Top client segmentIndividuals represent 64.3% of total clients.
Top client categories% of clientsClients
1
Individuals
64.3%
922
2
HNWI
26.3%
377
3
Pension Plans
5.7%
82
4
Corporations
2.3%
33
5
Charitable
1.3%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of May 15, 2026
Discretionary89.7%
$1.5B
90% of total RAUM89.7%
Non-discretionary10.3%
$174M
10% of total RAUM10.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.7B
Total Accounts4,030
10Y AUM Change+$1.2B (+222.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee102:1
10Y Employee Change+4 (+40.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.