Crestwood Advisors

RIASEC Registered

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 registered investment adviser that acts as a capital allocator for both individual and institutional clients. The firm is SEC-registered (registration year 2017) and organized as a limited liability company with ownership split between a domestic entity and individuals. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, manager selection, and educational seminars. The firm also engages in other financial product distribution and maintains a range of industry affiliations, including relationships with broker-dealers, sponsors of pooled vehicles, accountants, law firms and insurance companies. Crestwood charges clients on a percentage-of-AUM basis and via fixed fees. The firm identifies as an active ESG investor and integrates those considerations into its investment approach. It has been recognized repeatedly in industry rankings, including multiple appearances on Barron’s Top 100 RIA lists and placements in Forbes and other industry publications.