Recognition follows another year of momentum and continued commitment to client-centered wealth management

BOSTON (July 16, 2026) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston and with offices in Connecticut and Rhode Island, today announced its inclusion in Financial Advisor Magazine’s 2026 RIA Survey & Ranking.

The recognition follows another year of continued growth for Crestwood, with assets under management increasing 14% year over year.

Each year, Financial Advisor Magazine surveys hundreds of independent registered investment advisory firms for its annual RIA Survey & Ranking, which highlights firms demonstrating sustained growth and long-term success across the independent advisory industry. The ranking itself is based on assets under management reported by participating firms that file their own Form ADV with the SEC.

“We’re proud to once again be included in Financial Advisor Magazine’s RIA Survey & Ranking,” said Leah R. Sciabarrasi, CFP®, President and Managing Partner of Crestwood Advisors. “Our growth has always been driven by a long-term commitment to our clients. As we continue to evolve, we’re focused on strengthening our team and expanding our expertise while staying true to the values that have guided Crestwood since the beginning.”

Crestwood’s continued inclusion in the annual ranking reflects the firm’s steady momentum and disciplined approach to delivering personalized guidance tailored to each client’s unique goals. As the firm continues to grow, Crestwood remains committed to helping individuals and families build, preserve and transfer wealth through comprehensive financial planning and investment management.

The full Financial Advisor Magazine 2026 RIA Survey & Ranking 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 $8.02 billion in assets under management as of Dec. 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.

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.

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!

 

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.