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Boston-based investment and wealth management firm adds to 2020 accolades for ongoing growth

Boston, Mass. (September 17, 2020) – Crestwood Advisors (“Crestwood”), a boutique investment and wealth management firm based in Boston, announced today it has been named to Barron’s 2020 list of the top 100 RIA firms in the United States.

The annual Barron’s RIA list recognizes the top independent wealth management firms from across the U.S. The rankings formula is based on a detailed questionnaire and several other factors, including technology spending, staff diversity and succession planning. To be considered for the list, firms are required to have at least $1 billion in assets under management.

“To be included on such a prestigious list is an honor for us at Crestwood. It’s a testament to the hard work and dedication our team continues to deliver to clients to help achieve their long-term financial goals,” said Michael Eckton, CEO and Managing Partner. “As we continue to operate in one of the most competitive RIA markets in the country, achieving recognition for our firm’s efforts is no small feat.”

Crestwood continues to receive industry accolades for its ongoing growth, having recently been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers list. Financial Advisor Magazine also named Crestwood No. 11 on its list of the 2020 Top 50 Fastest-Growing Firms.

In 2019, Crestwood completed two mergers with Connecticut-based firms, combining first with MacGuire, Cheswick & Tuttle Investment Counsel LLC in Darien and later Catamount Management Group in Westport.

These mergers allowed Crestwood to expand its regional footprint and achieve robust, organic growth as a firm. Crestwood’s team has grown to nearly 40 professionals managing $3.7 billion in assets on behalf of high-net-worth individuals and families.

 

To read more on the methodology of the award please click here.

 

About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $3.7 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.

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