Crestwood Advisors Named Once Again to USA TODAY’s 2026 Best Financial Advisory Firms List

BOSTON (April 17, 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 it has once again been named to the USA TODAY list of the Best Financial Advisory Firms in the U.S. for 2026.

This national list highlights firms demonstrating sustained growth, industry credibility and a strong commitment to client service in an increasingly competitive advisory landscape.

“To be recognized by USA TODAY once again is especially meaningful,” said Crestwood President and Managing Partner Leah R. Sciabarrasi, CFP®. “Consistency matters in our business – not just in performance, but in how we show up for clients. This recognition reflects our team’s commitment to building long-term relationships, navigating complexity alongside our clients, and delivering advice that adapts as their lives and priorities evolve.”

The USA TODAY Best Financial Advisory Firms list, developed in partnership with market research firm Statista, ranks the top 1,000 Registered Investment Advisors (RIAs) across the U.S. Firms are evaluated based on both short- and long-term growth in assets under management (AUM), as well as the number of recommendations received from clients and peers. Advisors are also grouped into four categories based on firm size, ranging from under $500 million to over $5 billion in assets.

Crestwood’s continued inclusion reflects its ability to maintain momentum while staying grounded in a client-first philosophy – helping individuals and families navigate complexity with clarity, discipline and a long-term perspective.

Crestwood did not pay a fee to be considered for or included on the list.

 

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About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $8.02 billion in assets under management as of December 31, 2025. 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.

Crestwood’s Katherine Sheehan Joins Gary Heldt on the Latest Episode of the Grow Your Business & Grow Your Wealth Podcast

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.

Watch the interview here.

Crestwood Advisors Earns Spot on Forbes/SHOOK Top RIA List for Fourth Consecutive Year

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.

Crestwood Advisors Named to Barron’s 2025 Top 100 RIA Firms List

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.

Crestwood Advisors Recognized in Financial Advisor Magazine’s 2025 RIA Ranking

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.

Crestwood Advisors Named to USA Today’s 2025 Best Financial Advisory Firms List

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.

Crestwood Advisors Recognized as a 2025 Top RIA by Worth Media Group

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.

Managing Director & Wealth Strategist Shares Essential Estate Planning Insights on Grow Your Business & Grow Your Wealth with Gary Heldt

“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.

Chief Investment Officer Shares Insights on Labor Market Strength with The Wall Street Journal

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.

Westfair Business Journal Features Tim Paradis as New Partner

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.