Crestwood’s Katherine M. Sheehan, Managing Director and Wealth Strategist, joined Gary Heldt on the latest episode of the Grow Your Business & Grow Your Wealth podcast to discuss how smart planning protects both your business and your legacy. In the episode, Katherine explains what every entrepreneur should know about estate and succession planning.
Boston-based firm climbs to No. 56 in 2025 national ranking of leading wealth managers
BOSTON (October 2, 2025) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston and with offices in Connecticut and Rhode Island, is proud to announce its inclusion on the Forbes/SHOOK America’s Top RIA Firms list for the fourth consecutive year.
Crestwood ranked No. 56 in 2025, moving up from No. 59 in 2024, underscoring the firm’s steady growth and enduring commitment to client service.
“Our place on this list is a direct reflection of the trust our clients put in us,” said Crestwood President and Managing Partner Leah R. Sciabarrasi, CFP®. “We’re honored to be recognized nationally for delivering advice that helps families and institutions achieve lasting financial confidence.”
The Forbes ranking, developed by SHOOK Research, identifies the nation’s top 250 registered investment advisors (RIAs) in the U.S. through a rigorous combination of qualitative and quantitative measures. The evaluation process considers factors such as assets under management, revenue growth, compliance records, and client service. This year, SHOOK received more than 50,000 nominations and conducted over 33,000 interviews with advisors and firm leaders to determine the final list.
Now in its fourth year, the Forbes/SHOOK Top RIA Firms list continues to spotlight wealth management firms that set the standard for excellence. Collectively, the 250 firms honored in 2025 oversee more than $1.9 trillion in assets, reflecting the strength and depth of the independent advisory community. The full methodology for the ranking can be found here.
Crestwood did not pay a fee to appear on the published list or to market the award.
Please view Crestwood Advisors’ list of important disclosures regarding awards and recognitions here.
New England advisory firm jumps to No. 74, demonstrating continued excellence in wealth management services
Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston and with offices in Connecticut and Rhode Island, is pleased to announce it has been named to the Barron’s 2025 Top 100 RIA Firms list.
This year, Crestwood climbed to No. 74, up from No. 81 in 2024 – a testament to the firm’s continued growth, client dedication, and excellence in delivering personalized financial advisory services.
“It is exciting to see Crestwood on this list again and to be recognized for the work we do every day,” said Crestwood President and Managing Partner Leah R. Sciabarrasi, CFP®. “This achievement is really about the strong relationships we have with our clients and the incredible team of people here who care deeply about helping those clients reach their goals.”
Now in its 10th year, the ranking evaluates independent advisory companies based on assets under management, growth, technology investments, succession planning, and other key factors.
The full methodology for the Barron’s 2025 Top 100 RIA Firms list can be found here. Crestwood did not pay a fee to appear on the published list.
Please see Crestwood Advisors’ important disclosures regarding awards and recognitions here.
BOSTON (July 15, 2025) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, is proud to announce its inclusion in Financial Advisor Magazine’s 2025 RIA Ranking.
“We’re honored to be included in this year’s ranking, which reflects the dedication of our team and the ongoing trust our clients place in us,” said Crestwood President and Managing Partner Leah R. Sciabarrasi, CFP®. “This recognition speaks to the strength of our client relationships and our unwavering focus on delivering long-term value.”
Published annually, Financial Advisor Magazine’s 2025 list of top RIAs is one of the most respected industry lists for independent investment advisory firms. Rankings are based on assets under management (AUM) reported by firms, as well as growth over time and other firm-reported data. To qualify, firms must be independent RIAs, file their own ADV with the SEC and primarily serve individual investors.
Being named to this prestigious list underscores Crestwood’s ongoing commitment to thoughtful, client-centered wealth management. It reflects the confidence clients have in Crestwood to provide tailored strategies that align with their financial values and goals.
This recognition reinforces the firm’s drive to continue growing its capabilities and deepening its relationships in the communities it serves.
The full 2025 list can be found here. Crestwood did not pay a fee to appear on the published list.
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About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $7.02 billion in assets under management as of December 31, 2024. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.
BOSTON (May 1, 2025) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, is pleased to announce it has been named to the USA Today ranking of Best Financial Advisory Firms in the U.S. for 2025.
“We are honored to be recognized by USA Today as one of the nation’s best financial advisory firms,” said Crestwood President and Managing Partner Leah R. Sciabarrasi, CFP®. “This acknowledgment is a testament to the hard work, dedication and personalized service our team provides to clients every day.”
This prestigious ranking, compiled in partnership with market research firm Statista, highlights the top 500 Registered Investment Advisors (RIAs) across the nation.
More than 30,000 companies were evaluated based on key criteria, including the growth of assets under management (AUM) over both the short and long term, as well as the number of recommendations received from clients and peers.
This recognition reflects Crestwood’s continued growth, strong client relationships and its ongoing commitment to delivering tailored advice and solutions that help clients achieve their long-term goals.
The full methodology for the Best Financial Advisory Firms 2025 list can be found here. Crestwood did not pay a fee to appear on the published list.
About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $7.02 billion in assets under management as of December. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives.
BOSTON (March 3, 2025) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, is proud to announce its inclusion in Worth Media Group’s list of Top Registered Investment Advisory (RIA) Firms for 2025.
This prestigious accolade highlights firms that demonstrate excellence in wealth management, client service, and fiduciary responsibility.
“At Crestwood, we pride ourselves on offering tailored advice and innovative strategies that address the unique needs of our clients,” said Crestwood President and Managing Partner Leah R. Sciabarrasi, CFP®. “Our placement on Worth’s list in 2025 – and in years prior – is a testament to the collaborative efforts and dedication across our entire team.”
Crestwood Advisors is committed to exceeding client expectations by providing holistic wealth management solutions tailored to individual financial goals. Through a fiduciary-driven, team-based approach, the firm offers personalized planning, investment strategies, and estate guidance – grounded in trust, integrity, and continuous learning. By combining deep expertise with empathetic listening and forward-thinking advice, Crestwood helps clients navigate life’s financial journey with confidence.
View the full list of Worth’s Top RIA Firms for 2025 and learn more about the methodology here.
Crestwood did not pay a fee to appear on the published list or to market the award.
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About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $6.7 billion in assets under management as of October 31, 2024. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.
“Everyone needs estate planning, whether you have $2 or $200 million. Let’s just talk about what you need and why you need it.”
In the latest episode of Grow Your Business & Grow Your Wealth, host Gary Heldt, sits down with Katherine Sheehan, Managing Director and Wealth Strategist, to break down the importance of estate planning. In the episode, Katherine breaks down key misconceptions about trusts, highlights the importance of healthcare documents, and explains how proactive planning can prevent unnecessary stress and financial burdens for families.
Having a plan in place today can make all the difference tomorrow.
Click here to listen to the full episode.
With markets reacting to a mixed jobs report and new tariff concerns, all eyes are on what’s next for the economy.
Partner and Chief Investment Officer John Ingram shared his insights with The Wall Street Journal on the strength of the labor market and what it may signal for economic growth.
“The overall takeaway is that the employment markets are still robust. From our standpoint, it’s consistent with an economy that seems to be accelerating,” he said.
Click here to read the full article.
In case you missed it! Our recent announcement about Tim Paradis‘ promotion to partner was featured in the Westfair Business Journal. It’s great to see Tim’s hard work and leadership recognized locally, and we couldn’t be more excited about what’s to come for him and the team.
Click here to read the full story.
BOSTON (January 16, 2025) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, is pleased to announce the promotion of Tim Paradis to Partner.
“I’m excited to continue my journey with Crestwood as a Partner and to be part of a team that is truly committed to putting our clients’ interests first,” said Tim. “I’m grateful for the opportunity to help shape the future of Crestwood, and I look forward to continuing our work together to support our clients and our colleagues.”
Tim, who joined Crestwood in 2023, brings nearly two decades of experience. Since joining Crestwood, he has played a key role in attracting new clients, strengthening existing relationships and taking on leadership responsibilities. In addition to supporting the firm’s growth, Tim has mentored colleagues across the firm, fostering development and collaboration within teams.
“Tim’s wealth of experience, passion for mentorship and unwavering commitment to our clients make him an invaluable part of the Crestwood family,” said Crestwood President and Managing Partner Leah R. Sciabarrasi, CFP®. “We’re excited to continue growing with him as a partner.”
Tim began his career in 2006, after a career as a mental health counselor and teacher. He uses his empathy and passion for education to form deep, personal connections with his clients. With more than 15 years of experience, Tim helps local executives, entrepreneurs, business owners, and families develop customized financial roadmaps. His holistic approach includes retirement planning, cash flow management, trusts and estates, tax planning, risk management and legacy conversations.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a BA in Psychology from Saint Anselm College and a Certificate in Financial Planning from Merrimack College.
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About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $6.7 billion in assets under management as of October 31, 2024. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.