← Tributary

CRA FINANCIAL SERVICES, L.L.C.

NORTHFIELD, NJ · CRD 124004 · IAPD ↗ · 609-380-3500

$1.69BRegulatory AUM
11Advisory reps
14Employees
0Clients
251-500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
June 2026 — CRA FINANCIAL SERVICES, L.L.C. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
74
April 2026 — CRA FINANCIAL SERVICES, L.L.C. grew from 7 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2024 — CRA FINANCIAL SERVICES, L.L.C. notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — CRA FINANCIAL SERVICES, L.L.C. crossed $1B in regulatory AUM ($966.1M -> $1.20B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.