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.
We’re excited to share that Crestwood Advisors has been included in @Worth Media Group’s 2024 list of top RIAs.
Click here to see the full list.
The 2024 edition of the Leading Advisors List showcases over 275 independent Registered Investment Advisor firms, chosen through a rigorous selection process. This process incorporates benchmarks such as assets under management, average client size, and whether the firm focuses on comprehensive financial planning. Crestwood did not pay a fee to obtain or market the award.
Crestwood Advisors is pleased to announce it has been recognized by WealthManagement.com in its prestigious RIA Edge 100 list. This list showcases RIA firms reinvesting in their businesses, maintaining a high level of client service and achieving intentional growth.
As a growing advisory firm committed to client success, this acknowledgment underscores the team’s dedication to delivering exceptional wealth management services and guiding clients through their financial journeys.
Access the full ranking by clicking here. Crestwood did not pay a fee to appear on the published list.
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 $5.3 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.
FOR IMMEDIATE RELEASE
Boston-based advisory firm continues year of growth with prestigious national accolade
Boston, Mass. (October 16, 2023) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, is pleased to announce it has once again been named to the annual Forbes/Shook Top RIA list of the top 250 firms in the nation, ranking at No. 76 for 2023.
This Forbes/Shook Top RIA list represents 250 firms with assets totaling more than $1.1 trillion. It was created by Shook Research using quantitative and qualitative data to determine the rankings. The full methodology can be found here.
As a growing advisory firm committed to client success, Crestwood’s financial planning and investment professionals across New England strive to meet clients wherever they are in life, providing guidance, tools and financial solutions to help individuals and families succeed.
“We’re thrilled to be included in this impressive Forbes list,” said Crestwood CEO/Managing Partner Michael Eckton. “We have assembled a dedicated team of experienced advisors and support staff. We’re grateful to them and our highly valued clients for helping us achieve this prestigious national honor.”
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 $5.3 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.
FOR IMMEDIATE RELEASE
Fast-growing New England advisory firm earns prestigious national accolade
Boston, Mass. (September 21, 2023) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, is pleased to announce it has been named to the Barron’s 2023 Top 100 RIA Firms list.
Crestwood ranked No. 93 on the prestigious national list.
This year’s list was Barron’s 8th annual ranking of independent advisory companies. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and additional metrics. The list is intended to highlight the nation’s best financial advisors and help improve industry standards.
“We are thrilled to again be named to this impressive national ranking,” 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.”
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 $4 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.
FOR IMMEDIATE RELEASE
Boston, Mass. (September 18, 2023) – Crestwood Advisors Group, LLC (“Crestwood”), a leading boutique investment advisory and wealth management firm, is proud to announce that Endurance Wealth Management, which merged with Crestwood this month, has been named to the 2023 CNBC FA 100 ranking of top-rated financial advisory firms.
CNBC developed the list with assistance from data provider AccuPoint Solutions. More than 40,0000 Registered Investment Adviser (RIA) firms were considered by AccuPoint, and the top list recognizes the 100 firms that best help clients navigate their financial lives. In addition to survey results, AccuPoint also considered data points in relation to regulatory/compliance record, years in the business, number of certified financial planners, total assets under management, number of states where the RIA is registered, and more, in the final analysis.
“I am honored to see Endurance Wealth Management, now a part of the Crestwood Advisors, recognized as one of the top-rated financial advisory firms in the 2023 CNBC FA 100 ranking,” said J. Michael Costello, founder of Providence-based Endurance Wealth Management, who joined Crestwood as a Managing Partner. “Our commitment to providing exceptional wealth management services and helping clients navigate their financial journeys has been the cornerstone of our success, and we look forward to continuing to serve our clients with the highest level of excellence.”
Earlier this year, Crestwood Advisors was named to the first-ever USA Today ranking of Best Financial Advisory Firms in the U.S. In 2022, the firm was named to the inaugural Forbes/Shook Top RIA Firms list of the top 100 firms in the nation and the prestigious Barron’s 2022 Top 100 RIA Firms list.
“This achievement is a testament to the dedication and expertise of our team, and I am incredibly proud to see our Providence team included in the 2023 CNBC FA 100,” said Michael Eckton, CEO/Managing Partner of Crestwood Advisors. “We look forward to helping even more clients achieve their financial goals and guide them through complex financial landscapes in the years to come.”
As a growing wealth advisory firm, Crestwood’s nearly 60 financial planning and investment professionals, who serve families and individuals across New England, strive to meet clients wherever they are in life, providing guidance, tools and financial solutions to help them succeed.
The full methodology for the CNBC FA 100 list can be found here. Endurance 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 $4 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.
Crestwood Advisors is pleased to announce that we have again made this year’s Financial Advisor Magazine’s 2023 RIA Survey & Ranking list! Congratulations to our entire team for their efforts that made this possible.
View the entire list here.
Please view Crestwood Advisors’ list of important disclosures regarding awards and recognitions here.
FOR IMMEDIATE RELEASE
Boston, Mass. (May 15, 2023) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, is pleased to announce it has been named to the first-ever USA Today ranking of Best Financial Advisory Firms in the U.S.
USA Today developed the list in tandem with independent market research and data firm Statista. More than 32,000 Registered Investment Adviser (RIA) firms were considered by Statista, and the top list recognizes the top 500 firms that are most frequently recommended and best rated by the survey participants. In addition to survey results, Statista also included metrics in relation to assets under management in the final analysis.
“We are grateful to be recognized by USA Today on their inaugural list of the nation’s best financial advisors,” said Crestwood CEO and Managing Partner Michael Eckton. “We have proven again and again that our intense focus on serving our clients and supporting our employees is key to being a leading wealth management firm in today’s highly competitive market.”
Last year, Crestwood Advisors was named to the inaugural Forbes/Shook Top RIA Firms list of the top 100 firms in the nation. Earlier in 2022, the firm was named to the prestigious Barron’s 2022 Top 100 RIA Firms list.
As a growing wealth advisory firm, Crestwood’s nearly 50 financial planning and investment professionals, who serve families and individuals across New England, strive to meet clients wherever they are in life, providing guidance, tools and financial solutions to help them succeed.
The full methodology for the Best Financial Advisory Firms 2023 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.
FOR IMMEDIATE RELEASE
Boston advisory firm continues to be recognized as a leading RIA firm
Boston, Mass. (March 13, 2023) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, is pleased to announce it has been recently named to the inaugural WealthMangement.com RIA Edge 100 list for 2023.
The RIA Edge 100 was developed by the Wealth Management IQ team in partnership with Discovery Data. Qualifying firms were limited to those that provide financial planning services, have high-net-worth individuals as more than half of their client base and manage at least $250 million in assets as of June 30, 2022. RIA Edge 100 firms exemplify the most impressive growth rates combined with the best client ratios and CFP certifications, according to WealthManagement.com. In their judgment, this list represents firms with the greatest success while continuing to provide high-quality, hands-on services to an expanding client base.
“It is an honor to be recognized in new ways for the hard work of our teams spread across New England,” said Crestwood CEO/Managing Partner Michael Eckton. “As an RIA firm that puts in continuous efforts to expand our service offerings and team to help clients achieve their financial goals, it is rewarding to receive industry accolades and validation. Reinvesting in your business takes work and dedication. I am very thankful to our Crestwood team who make recognitions like this possible.”
The RIA Edge 100 is not a ranked list. The full methodology can be found here. Crestwood did not pay a fee for obtaining or marketing the award.
Please see Crestwood Advisors important disclosures regarding awards and recognitions here.