Wealth manager, independent · Boston, MA
Crestwood Advisors
Crestwood Advisors Group, LLC · SEC-registered investment adviser · CRD 286243 · SEC 801-108983
At a glance
Crestwood Advisors is an SEC-registered investment adviser based in Boston, Massachusetts, with $8.0B in regulatory assets under management as of its Form ADV filed June 11, 2026. It reports 1,106 individual clients, 870 of them high-net-worth, holding an average of about $7.0 million each, and 64 employees. That ranks it 131st among the nation’s 5,657 independent wealth management RIAs and 12th of 202 in Massachusetts. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 617-523-8880crestwoodadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $8.0B
- Rank among independent wealth managers
- #131 of 5,657
- Rank among all SEC RIAs
- #1,563 of 17,210
- Rank in Massachusetts
- #12 of 202
- Individual clients
- 1,106
- High-net-worth clients
- 870
- Accounts
- 6,710
- Discretionary
- 100% of AUM
- Employees
- 64
- Advisory staff
- 56
- Offices
- 5
Owners and executives on its Form ADV
- Roy D. TreibleChief Compliance Officer
- Michael A. EcktonCEO
- Leah R. SciabarrasiPresident
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 870 | $7.6B | 95% |
| Corporations or other businesses | 15 | $277M | 3% |
| Individuals | 236 | $100M | 1% |
| Pension and profit sharing plans | 4 | $19M | <1% |
| Charitable organizations | 3 | $8M | <1% |
Disciplinary disclosures
Crestwood Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗crestwoodadvisors.com ↗
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The full record on Crestwood Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 514 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Massachusetts
All of Massachusetts →| Firm | Regulatory AUM | Clients |
|---|---|---|
| F L Putnam Investment Management Co.Lynnfield | $9.7B | 2,823 |
| Battery Global Advisors, LLCBoston | $8.4B | 65 |
| Cambridge Associates Limited, LLCBoston | $8.2B | 20 |
| Fiduciary Trust International, LLCLincoln | $7.7B | 62 |
| The Bollard Group LLCBoston | $6.7B | 14 |
| Grimes & CompanyWestborough | $6.3B | 3,660 |
Background
Questions
How much does Crestwood Advisors manage?
Crestwood Advisors reports $8.0B in regulatory assets under management across 6,710 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 11, 2026.
How many clients does Crestwood Advisors have?
It reports 1,106 individual clients: 870 high-net-worth individuals and 236 other individuals. Individuals account for about 96% of its regulatory assets.
Where is Crestwood Advisors headquartered?
Its main office is in Boston, Massachusetts. It reports 5 offices in total and 64 employees, 56 of whom perform investment advisory functions.
How does Crestwood Advisors charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Crestwood Advisors use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed June 11, 2026, it reports these amounts held: Fidelity ($6.2B); Charles Schwab ($1.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Crestwood Advisors a hybrid RIA with a broker-dealer?
It reports a broker-dealer among its affiliates on Form ADV.
Is Crestwood Advisors a fiduciary?
As an SEC-registered investment adviser, Crestwood Advisors owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Crestwood Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →