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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-03-2024
- Office Locations
- 1
Office Locations
About CJ Perry Financial
CJ Perry Financial is a Philadelphia Main Line fiduciary RIA led by Christopher Perry (CFA, CFP) with 30+ years in financial services. The firm provides ongoing, planning-led wealth management for individuals and families, especially those nearing or in retirement, pairing a financial plan with an investment strategy using public funds and ETFs. Client assets are custodied at Charles Schwab, and the firm is affiliated with XY Planning Network.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 12 clients, or 12 clients per representative. That equates to $215.6K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
CHRISTOPHER JOHN PERRY
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Managing Member, Owner
- CRD
- #2092404
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,586,670 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,586,670 | -- |
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Separately Managed Accounts
SMA allocation detail is available
CJ Perry Financial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.