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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-18-2003
- Office Locations
- 1
Office Locations
About CRA Financial Services, L.l.c.
CRA Financial Services is a fiduciary wealth management and financial planning firm founded in 2000, serving individuals and families including business owners, professionals, athletes, and retirees. The team builds customized portfolios and integrated plans that incorporate employer plans, concentrated stock, real estate, annuities, and insurance, with a focus on retirement readiness, estate and charitable planning. Staff hold CFP, CFA, and CPA credentials.
Reported data analysis
What the numbers show
Between March 26, 2025 and May 15, 2026, reported AUM increased 16.7%, from $1.5B to $1.7B.
Across 5 reported observations, AUM increased 52.8% between September 6, 2022 and May 15, 2026, from $1.1B to $1.7B.
Of the latest reported AUM, 89.7% is discretionary and 10.3% is non-discretionary.
The firm reports 11 advisory representatives and 1,433 clients, or 130.3 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on May 15, 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
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full CRA Financial Services, L.l.c. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW JOHN REYNOLDS
Investment Advisor, Managing Member
- CRD
- #3153455
- Ownership
- 25% but less than 50%
THOMAS EDWARD REYNOLDS
Investment Advisor, Managing Member
- CRD
- #3152986
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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JENNIFER MARIE COLON
Operations Manager
- CRD
- #4491182
JEFFREY WILBUR HILLIARD
Financial Planner
- CRD
- #5079266
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,519,482,721 | $428,748 |
| Non-Discretionary | $173,885,296 | $357,789 |
| Total | $1,693,368,017 | $420,191 |
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Separately Managed Accounts
SMA allocation detail is available
CRA Financial Services, L.l.c. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
CRA Financial Services, L.l.c.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.