In Press Releases

FOR IMMEDIATE RELEASE

Boston-based firm earns spot on prestigious annual list for second year in a row

Boston, Mass. (September 20, 2021) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, today announced for the second year in a row it has earned a place on Barron’s list of the top 100 RIA firms in the country. The firm ranked 81st on the list, jumping four places ahead of its 2020 ranking.

Experiencing continued growth, Crestwood – a team of 40+ financial planning and investment professionals – currently oversees approximately $4.7 billion in total assets under management. To be considered for Barron’s list, firms are required to have at least $1 billion in assets under management.

Released annually, the Barron’s RIAs list recognizes the top 100 independent wealth management firms across the country. Placements are based on a detailed questionnaire, firm technology spending, staff diversity and succession planning.

“Our team’s grit and determination to provide nothing short of the very best outcomes for our clients has led us to experience exceptional growth opportunities over the last year,” said Michael Eckton, Crestwood CEO and Managing Partner. “Our boutique firm continues to compete and compare to the biggest firms across the country. We’re proud to earn such prestigious recognition for our diligence and commitment to simplifying the complexities of wealth and helping our clients invest with purpose.”

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 $4.7 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.

Start typing and press Enter to search