In Awards & Accolades, News, Perspectives, Press Releases

 FOR IMMEDIATE RELEASE

Independent wealth advisory firm earns elite national recognition

Boston, Mass. (August 11, 2020) – Crestwood Advisors (“Crestwood”), a boutique investment and wealth management firm based in Boston, is pleased to announce it has once again been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers list.

The FT 300 list, which is its seventh year of production this year, recognizes top independent RIA firms from across the U.S. RIA firms can apply for consideration if they meet a minimum set of criteria.

Applicants are rated on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

“Crestwood is honored to again be recognized by the Financial Times as one of the top RIAs of the year,” said Michael Eckton, Crestwood CEO and Managing Partner. “These firm-wide acknowledgments are the only kind of awards we pursue, and it is truly a testament to the team’s collective efforts to be recognized as one of the elite RIAs in the country. I’d like to thank and congratulate our team on its continued efforts on behalf of our clients.”

 

Disclosures 
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients, is not indicative of the practice’s future performance and may not be representative of any one client’s experience.  Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

 

About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $3.3 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.

 

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