Crestwood Advisors

RIASEC RegisteredEst. 2017

Total AUM

$8B

Discretionary

$8B

100% of AUM

Avg account

$1.2M

Accounts

6,710

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 286243
Registered since: January 1, 2017
Website: www.crestwoodadvisors.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI94.96%
Corporations / Businesses3.45%
Individuals1.25%
Pension & Profit Sharing Plans0.24%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Crestwood Advisors is an independent, SEC-registered advisory firm organized as an LLC and operating as a capital allocator to both private individuals/families and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and larger institutional clients, and also performs manager selection and educational seminars. Fee arrangements include both a percentage-of-AUM model and fixed fees. Crestwood identifies as an active ESG investor and is involved in other financial-product sales and sponsor/manager roles, indicating it both selects external managers and participates in pooled structures. The firm has been recognized repeatedly by industry outlets, including listings by Financial Times (Top 300, 2020), FA Magazine (Top RIA Firms, 2020), Barron’s (Top 100 RIA Firms in multiple years from 2021–2025), and Forbes (Top RIA Firms/America’s Top RIA Firms in 2022–2024).