In just over a year since its founding in July 2017, Cresset Wealth Advisors has achieved remarkable growth, surpassing $3 billion in assets under management (AUM) as of September 2018.
Cresset Wealth Advisors Surpasses $3 Billion in AUM
The Chicago-based firm, co-founded by Eric Becker and Avy Stein, attributes its rapid expansion to a combination of its client-first philosophy, comprehensive service model, and entrepreneurial culture.
“Our growth is a direct reflection of our platform, people, and commitment to putting clients first,” said Becker, a seasoned private equity executive and Cresset co-founder.
Key Drivers of Growth
Client-Centered Approach
Cresset was founded with a mission to deliver a deeply personalized wealth management experience, built by entrepreneurs, for entrepreneurs.
Comprehensive Service Offering
The firm’s platform includes a full suite of solutions spanning financial planning, investment management, family office services, and estate planning.
Diverse Investment Access
Clients gain exposure to a wide range of asset classes, including direct investments in private equity and real estate, as well as hedge fund opportunities.
National Footprint & Expansion Plans
With a strong presence across the Midwest and U.S. West Coast, Cresset continues to expand its reach through strategic growth initiatives.
Cresset’s success underscores the momentum of modern multi-family offices that blend institutional-grade investment capabilities with boutique-level client service.