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 registered investment adviser that manages capital for high-net-worth individuals, families and institutional clients. The firm operates as both portfolio manager and capital allocator: it builds direct equity and ETF exposure while selecting and allocating to third‑party alternative managers. Its advisory offering includes financial planning, portfolio management for individuals and institutions, manager selection, and educational workshops. Crestwood reports an active ESG stance and combines percentage-of-AUM and fixed-fee billing. The firm maintains a range of industry relationships — broker-dealers, other advisers, CPO/CTAs, and insurance and real‑estate affiliates — and lists roles that include sponsoring or acting as GP/manager of pooled vehicles. Crestwood’s external recognition includes placement on Barron’s Top 100 RIA lists across multiple years, as well as mentions in Forbes, Financial Times and FA Magazine between 2020 and 2025.