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 10^th 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, Mass. (November 25, 2024) – 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 Newsweek’s prestigious list of America’s Top Financial Advisory Firms 2025.

This recognition celebrates firms that provide transparent, client-centric services, empowering individuals and businesses to make informed financial decisions.

“We are truly honored to be recognized by Newsweek as one of the top financial advisory firms in the country,” said Crestwood President and Managing Partner Leah R. Sciabarrasi, CFP®. “This recognition is a testament to our team’s unwavering commitment to delivering personalized, client-first strategies that empower our clients to reach their goals, while always staying ahead of the curve.”

The Newsweek ranking highlights the top 750 RIAs from a pool of more than 15,000 financial advisory firms registered with the SEC. Firms were evaluated on factors such as asset performance, client satisfaction, adviser expertise, service breadth, and conflicts of interest.

Conducted in partnership with Plant-A Insights Group, the evaluation process awarded high scores based on a client-focused approach and comprehensive wealth management solutions. The top-scoring firms earned recognition as America’s Top Financial Advisory Firms 2025.

Crestwood Advisors prides itself on its dedication to offering tailored, holistic wealth management solutions designed to help clients achieve their financial goals.

For more information on the methodology behind Newsweek’s ranking, click here.

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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.

Crestwood Advisors is proud to be a founding member of the Net Positive Consortium, a groundbreaking initiative that unites over a dozen of the wealth management industry’s leading firms to foster civic engagement, promote diversity and drive meaningful change through best practices. With consortium members collectively managing over $200bn in client assets, this initiative focuses on five key pillars: workforce development, community support, environmental sustainability, client service, and industry leadership. Through collaboration and shared commitment, we aim to elevate our impact, champion inclusion and pay it forward.

Click here to read more!

 

Boston-based advisory firm celebrates notable rise in prestigious national ranking

Boston, Mass. (October 8, 2024) – 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 annual Forbes/SHOOK America’s Top RIA Firms list for 2024. The firm climbed 17 spots this year, ranking No. 59, up from No. 76 in 2023.

“We are incredibly proud to be included once again in such a prestigious Forbes ranking of this competitive industry,” said Crestwood CEO/Managing Partner Michael Eckton. “This recognition highlights the dedication and expertise of our team and the trust our loyal clients place in us to deliver exceptional service year after year.”

The Forbes 2024 Top RIA Firms List, developed by SHOOK Research, recognizes the top 250 registered investment advisors (RIAs) in the U.S. based on both qualitative and quantitative factors. The rigorous selection process involves an analysis of key metrics such as revenue trends, assets under management, compliance records, and overall industry experience.

SHOOK Research conducted in-depth interviews with leadership and staff, assessing firms based on leadership, growth and dedication to client service. This year’s evaluation included more than 46,200 nominations, 21,400 telephone interviews and thorough reviews of thousands of RIAs through in-person or virtual meetings. More than 25,000 firms across the U.S. were invited to participate in the ranking process.

In its third year, the Forbes Top RIA list continues to set the standard for evaluating advisory firms across the country. 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.

 

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About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with over $5.7 billion in assets under management. 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.

 

We are proud to announce Crestwood Advisors has earned a place on the Boston Business Journal’s 2024 list of the “Largest Independent Investment Advisers in Massachusetts,” ranking #16.

“This acknowledgment reflects our team’s unwavering commitment to providing personalized financial strategies that empower our clients to reach their goals,” said Crestwood CEO/Managing Partner Michael Eckton.

To read more on this recognition and the methodology of the ranking click here.

Fast-growing New England advisory moves up to No. 81 in prestigious national ranking, highlighting continued excellence in financial advisory services

Boston, Mass. (September 18, 2024) – 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 that it has been named once again to the Barron’s 2024 Top 100 RIA Firms list.

This year, the firm has moved up to No. 81, a notable improvement from last year’s ranking of No. 93.

“We are honored to be ranked among Barron’s Top 100 RIA Firms, and even more so to see our advancement this year,” said Crestwood CEO/Managing Partner Michael Eckton. “We recognize that this honor is possible only through the continued partnerships between our incredible clients and dedicated team.”

Each year, Barron’s publishes its Top 100 RIA Firms list, ranking independent advisory companies based on a comprehensive set of criteria. These criteria include assets under management, technology investments, staff diversity, succession planning, and other key metrics.

The full methodology for the Barron’s 100 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.

 

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About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with over $5.7 billion in assets under management. 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.