Important Disclosures: Awards Granted to Crestwood Advisors Group, LLC & Professionals Employed at Crestwood Advisors Group, LLC (“the Firm”):

Updated as of November 4, 2022

 

Awards and recognition’s by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. The Firm makes no representation that the rating is representative of any one client’s experience. Neither the Firm nor its representatives paid a fee to participate in any survey or pay any fees to utilize the awards. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Investment performance generally is not a criteria for an award. Moreover, regarding all performance information contained herein, directly or indirectly, if any, note that past results are not indicative of future results. Please see below for a more detailed description of the criteria used with respect to the awards/recognition granted to some of the Firm’s individual employees.

Details on Firm Level Awards listed in Alphabetical Order:

Barron’s list of the top 100 RIA firms (Firm Acknowledgement 2020,2021, 2022) – Barron’s ranks independent advisory firms weighing dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms.

Boston Business Journal (Firm Acknowledgement 2022): Boston Business Journal criteria is assets under management for Massachusetts advisers.

Financial Advisor’s 2020 Top 50 Fastest-Growing Firms (Firm Acknowledgement 2020): FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA’s survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $300 million in assets under management as of December 31, 2019.

Financial Advisor Magazine as one of the top Registered Investment Advisors (Firm Acknowledgement 2022): The ranking was based on 2021 year end discretionary and non-discretionary AUM reported on the Firm ADV.  To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Firms must have at least $50 million in assets under management as of December 31, 2021. Corporate RIA firms and investment advisor representatives (IARs) were not eligible for this survey.The list was segmented by asset categories: 1) $1 billion and over; 2) $500 million to <$1billion; 3) $250 million to <$500 million; 4) $150 million to <$250 million; and 5) $50 million to <$150 million.  Within each of the asset category segments, firms were ranked by 2021 year end discretionary and non-discretionary AUM. The comprehensive list consisted of 534 firms. Weatherly was ranked 297 overall.

Financial Times 300 Top Registered Investment Advisers (Firm Acknowledgement 2020):

This seventh edition of the FT 300 assesses registered investment advisers based on desirable traits for investors. We present the FT 300 as an elite group, not a competitive ranking of one to 300. This is the fairest way to identify the industry’s elite advisers while accounting for the companies’ different approaches and specializations.  To ensure a list of established companies with substantial expertise, we examine the database of RIAs registered with the US Securities and Exchange Commission and select those with more than $300m in assets under management (AUM).  The Financial Times and Ignites Research, the FT’s sister company, invited qualifying RIA companies — more than 2,000 — to complete a lengthy application that gave us more information about them. We added this to our own research into their practices, including data from regulatory filings. Some 760 RIA companies applied and 300 made the final list.

Forbes/Shook Top RIA Firms (Firm Acknowledgement 2022): Data provided by SHOOK ® Research, LLC – Data as of 12/31/21 America’s Top Registered Investment Advisor Firms ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports.

Details on Professional Individual Awards listed in Alphabetical Order:

Five Star Professional criteria (Crestwood Professional Award – Michael Eckton, multiple years, most recent 2022; Leah Sciabarrasi, multiple years, most recent 2022): To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

 

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