Cra Financial Services, L.L.C

Investment Advisor
in Northfield, NJ

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About this Advisor

Philip Tompkins is a financial advisor operating in Northfield, New Jersey. Tompkins is an advisor for Cra Financial Services, L.L.C. Throughout their career, Tompkins has worked at Middletown High School South, Brookdale Community College, Stockton University, Undici Taverna, Cra Financial LLC and Thompson Middle School. Tompkins has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in New Jersey. Cra Financial Services, L.L.C is an advisory company based out of Northfield, NJ. It has $966 million in assets across its 3,081 customer accounts, placing it among the larger firms in the United States by assets under management. The firm advises nine charitable organizations. Of its 3,081 customer accounts, 19% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Cra Financial Services, L.L.C performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by Cra Financial Services, L.L.C likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

332 Tilton Road
Northfield, NJ 08225

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Cra Financial Services, L.L.C Brokerage Details

Total Assets Under Management


NJ Average: $10,121,009,343
Total Number of Employees


NJ Average: 92
Total Number of Accounts


NJ Average: 6,978
Average Account Size


NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Philip Tompkins Work History

Philip has been registered as a financial advisor for 0 years.*

2021 - Present (2 years)

Cra Financial LLC

2017 - Present (6 years)

Undici Taverna

2019 - 2021 (2 years)

Stockton University

2017 - 2019 (2 years)

Brookdale Community College

2013 - 2017 (4 years)

Middletown High School South

2009 - 2013 (4 years)

Thompson Middle School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Philip Tompkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cra Financial Services, L.L.C

Jeffrey Hilliard
Northfield, NJ
Robert Martin
Northfield, NJ
Joseph Mccaffrey
Northfield, NJ
Gordon Shearer
Northfield, NJ
Samantha Swiderski
Northfield, NJ
Philip Tompkins
Northfield, NJ
Donna Savastani
Northfield, NJ
Jennifer Colon
Northfield, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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