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.

Crestwood Advisors Announces New President

FOR IMMEDIATE RELEASE

Boston-based advisory firm strengthens leadership team for continued growth and client value

Boston, Mass. (January 8, 2023) – 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 the appointment of Leah R. Sciabarrasi, CFP® as President, effective January 1, 2024.

“Leah’s appointment as President is a natural evolution of her leadership within Crestwood,” said CEO/Managing Partner and Portfolio Manager Michael A. Eckton, CFA. “Her dedication to the growth and success of the firm has been evident throughout the years, and I am confident in her ability to guide Crestwood in the years ahead.”

Leah, who has been with Crestwood since its inception in 2003, has been instrumental in the firm’s growth and success. Starting as Director, she became a Partner in 2008 and assumed the role of Managing Partner in 2017, co-leading the firm’s direction and strategic initiatives.

“I am honored to take on the expanded role of President at Crestwood Advisors,” said Leah, who will continue to serve as Managing Partner and Wealth Manager. “I am committed to driving our organization’s mission to deliver an exceptional experience for our clients as well as continued strategic growth, and I look forward to remaining focused on the long-term success of our clients and the firm.”

Beyond her professional achievements, Leah is active in philanthropy, serving on charitable boards for over 15 years. She spent nearly 10 years on the board of Economic Mobility Pathways (EMPath), eventually serving as Chair.  Leah also served as Co-Chair of the Professional Advisory Council for the Boston Foundation. Currently, she is a dedicated member of the Board of Directors of PSC Partners Seeking a Cure and sits on the External Advisory Board of the Harvard Digestive Diseases Center. She is also a member of the Boston Estate Planning Council and Ellevate.

“Leah has played a pivotal role in our firm’s impressive growth and continued team success. She also leads by example and pours herself into our community and our industry in meaningful ways,” said John W. Morris, Managing Partner and Wealth Manager.

Last year, Crestwood Advisors celebrated its 20th anniversary, highlighting two decades of dedication to client success and financial excellence. The firm’s growth trajectory was further accentuated by the successful merger with Endurance Wealth Management, Inc., elevating Crestwood’s total headcount to more than 55 employees.

Notably, Crestwood recently expanded its Connecticut office presence in Darien and has exciting plans for 2025, having signed a 10-year lease for a larger space in the rapidly developing Corbin District.

Looking ahead to 2024, the firm anticipates further strategic growth initiatives to enhance its position as a leader in wealth management.

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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, and a partner Firm of Focus Financial since 2017, 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 Moves, Expands Darien Office After Strategic Success

FOR IMMEDIATE RELEASE

Temporary new office offers additional space as more team growth is expected

Boston, Mass. (October 30, 2023) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, is pleased to announce its Darien office has officially relocated to 23 Old Kings Highway South, which is located almost directly across the large parking lot behind the firm’s previous offices at 1020 Post Road.

Crestwood has outgrown its previously available space and is happy to be nearby in a larger space that more effectively enables the full Connecticut team to comfortably assemble and collaborate. This new space also has a dedicated conference room for client meetings as well as extra room for colleagues visiting from Boston or Providence.

Despite the extra room the new space affords, Crestwood’s Darien office will be moving again in 2025 as the firm has executed a 10-year lease to move into a larger office in a soon-to-be-built space within the rapidly developing Corbin District. The Corbin District is a development that is transforming and invigorating downtown Darien. The area will feature numerous retail shops and new restaurants.

The address of the future long-term office home will be One Market. When it is complete in late 2025, the new offices will provide even more room for growth, meeting space and ample client parking.

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 have the opportunity to offer expanded services and amenities for our highly valued clients,” said Crestwood CEO/Managing Partner Michael Eckton. “We’re looking forward to continuing to grow into our forever home in Darien once we’re fully settled.”

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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.

Crestwood Advisors Recognized on 2023 Annual Forbes/Shook Top RIA List for Second Consecutive Year

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.

Endurance Wealth Management Named to 2023 CNBC FA 100 List of Nation’s Top Financial Advisory Firms

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.

Recent Merger with Endurance Wealth Management, Inc. Garnering Regional and National Attention

At Crestwood Advisors, our mission is to provide exceptional investment strategies to high-net-worth individuals and families wherever they are in life, which is why we are excited that our recent merger with Endurance Wealth Management, Inc. is garnering regional and national attention – including Boston Business Journal, Providence Business First, Providence Business News, Yahoo! Finance, among others.

Click here to read the full story

Crestwood Advisors Completes Merger with Endurance Wealth Management

Boston-based advisory firm expands growing New England footprint into Rhode Island

Boston, Mass. (September 5, 2023) – Crestwood Advisors Group, LLC (Crestwood), a leading boutique investment advisory and wealth management firm, proudly announces the successful completion of its merger with Endurance Wealth Management, Inc., a distinguished wealth management firm headquartered in Providence, RI.

The merger, officially completed on September 1, marks a significant milestone in Crestwood’s journey to enhance service capabilities and extend its footprint across New England.

“This partnership is a strategic leap forward for both Crestwood and Endurance,” said Michael Eckton, CEO/Managing Partner of Crestwood Advisors. “By combining our strengths and expertise, we are poised to deliver even more comprehensive investment and wealth management solutions and an unparalleled client experience.”

Crestwood’s commitment to excellence and personalized wealth management aligns seamlessly with Endurance’s mission to provide exceptional investment strategies to high-net-worth individuals and families. The shared values of both firms have paved the way for a harmonious transition that will undoubtedly benefit their esteemed clientele.

The merger empowers Crestwood – recognized among the top RIAs in the country, including being named one of the Best Financial Advisory Firms in the U.S. by USA Today in 2023 – to establish a physical presence in Rhode Island, complementing its existing offices in Massachusetts and Connecticut. Endurance’s excellence in financial management in Rhode Island resulted in the firm being recognized as one of the “Best Financial Advisors Firms in Rhode Island in 2023.”

As part of this expansion, J. Michael Costello, founder of Endurance Wealth Management, will join Crestwood as a Managing Partner, further enriching the leadership team. Endurance adds a team of 8 experienced professionals, more than $1 billion in client assets under management as well as 200+ clients. The combined entity stands poised to provide an even broader range of investment solutions to a much larger base of clients.

“We look forward to the next chapter in our history and expanding our planning depth to clients as part of the Crestwood family,” Costello said. “Our team is excited to begin collaborating with regional clients and helping them achieve their long-term financial goals.”

Now in its 20th year, Crestwood’s growth is further underscored by the increased headcount resulting from this merger. The addition of Endurance’s experienced advisors brings the Crestwood team to 58 total employees, marking a significant milestone in the firm’s expansion over the past several years.

For Crestwood Advisors, this merger is not just a transaction; it’s a testament to their commitment to delivering exceptional wealth management. “We see this as a pivotal step toward bringing Crestwood’s legacy of performance to Rhode Island,” stated John Morris, Crestwood Managing Partner. “We look forward to harnessing the experience and expertise of our teams to create a brighter financial future for our clients.”

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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 Welcomes Katie Sheehan as Managing Director and Wealth Strategist

FOR IMMEDIATE RELEASE

Boutique RIA firm continues expanding its New England team as part of strategic growth plan

Boston, Mass. (July 11, 2023) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm with offices in Boston and Fairfield County, Connecticut, is pleased to announce continued regional growth with Katie Sheehan joining the team.

Katie joins Crestwood as Managing Director and Wealth Strategist based in the firm’s Boston office. She brings a wealth of experience to her new role, having previously worked as a Wealth Strategist at SVB (formerly Boston Private) and as a Partner at DesRosiers, Tierney & Sheehan, LLC.

Her legal career focused on estate planning, trust administration, charitable planning, long-term care planning, and elder law. Katie holds a bachelor’s degree from Boston College and a law degree from Suffolk University Law School.

“We are thrilled to welcome Katie Sheehan to the firm,” said Crestwood CEO/Managing Partner Michael Eckton. “Her extensive financial services expertise and impressive track record in the industry make her a valuable addition to our growing team. Her deep knowledge and strategic insights will undoubtedly strengthen our ability to deliver exceptional wealth management solutions to our esteemed clients.

Comprising a dedicated group of around 50 financial planning and investment experts in New England, Crestwood is committed to assisting individuals and families in attaining their financial objectives. The firm’s primary goal is to offer personalized financial solutions and advice that caters to its clients’ distinctive requirements and situations, thereby promoting their prosperity and financial well-being.

Since the beginning of 2021, the Crestwood team has expanded by approximately 20 percent, enhancing the firm’s ability to provide exceptional service, expertise, experience, and a commitment to excellence to new clients in the local market.

 

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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 Named to Inaugural USA Today List of Nation’s Best Financial Advisory Firms for 2023

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.