Crestwood Advisors Recognized on Inaugural Forbes/Shook Top 100 RIA Firms List 2022

forbes top 100 shook

FOR IMMEDIATE RELEASE

Boston advisory firm continues year of growth with prestigious national accolade

Boston, Mass. (October 27, 2022) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, is pleased to announce it has been named to the inaugural Forbes/Shook Top RIA Firms list of the top 100 firms in the nation, ranking at No. 57.

This is the second national list Crestwood has made this fall. In September, the firm was ranked No. 93 on the prestigious Barron’s 2022 Top 100 RIA Firms list.

As a growing advisory firm committed to client success, Crestwood’s nearly 50 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.

“It is an honor to be included in this inaugural Forbes list,” said Crestwood CEO/Managing Partner Michael Eckton. “It confirms what we already know – that the dedication to quality client services by our team of seasoned professionals is a recipe for ongoing success. We are grateful every day for their hard work and the personalized approach they take to managing our clients’ investments.”

This first Forbes/Shook Top RIA list represents firms with assets totaling $730 billion. It was created by Shook Research using quantitative and qualitative data to determine the rankings.

The full methodology can be found here.

Please see Crestwood Advisors important disclosures regarding awards and recognition’s here.

 

 

Crestwood CEO talks talent recruitment initiatives in challenging labor market with Barron’s Advisor

Crestwood CEO talks talent recruitment initiatives in challenging labor market with Barron’s Advisor

It’s not just a seller’s market for RIA owners, but also for advisors looking for a change. The demand for CFPs and CFAs continues to rise, and leading firms are implementing new initiatives to attract and retain employees. CEO Michael Eckton recently spoke with Barron’s about how Crestwood Advisors is remaining flexible and adjusting to the current work environment to grow its team. Read the full story here.

Crestwood Advisors Named to Barron’s Top RIAs List 2021

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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.

Please see Crestwood Advisors important disclosures regarding awards and recognition’s here.

 

Crestwood Advisors Named to Barron’s List of Top 100 RIA Firms 2020

FOR IMMEDIATE RELEASE

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.

Please see Crestwood Advisors important disclosures regarding awards and recognition’s here.

 

Crestwood Advisors Named to 11th Spot on Top 50 Fastest-Growing RIAs List 2020

FOR IMMEDIATE RELEASE

Boston-based independent wealth advisory firm recognized for 2019 growth

Boston, Mass. (August 13, 2020) – Crestwood Advisors (“Crestwood”), a boutique investment and wealth management firm based in Boston, is pleased to announce it has been named No. 11 on Financial Advisor’s 2020 Top 50 Fastest-Growing Firms list.

The FA Top 50 list recognizes top independent wealth management firms from across the U.S. based on their yearly growth. In 2019, Crestwood completed two mergers with Connecticut-based firms, combining first with MacGuire, Cheswick & Tuttle Investment Counsel LLC in Darien and then 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 grew to 35 professionals managing $3.3 billion in assets on behalf of high-net-worth individuals and families.

Additionally, Crestwood was named No. 116 of 551 firms on FA’s 2020 RIAs ranking.

“We’re proud of the exponential growth we’ve achieved over the past year. It’s a direct result of the hard work every individual at Crestwood has put forth to serving our clients and fostering firm expansion across our regional market and beyond,” said Michael Eckton, Crestwood CEO and Managing Partner. “It’s a true honor to be included on such a prestigious list. We express our gratitude to the talent of our staff and support of our clients for helping us achieve this milestone.”

Please see Crestwood Advisors important disclosures regarding awards and recognition’s here.

Crestwood Advisors Makes Financial Times Top 300 RIAs List 2020

 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.

Please see Crestwood Advisors important disclosures regarding awards and recognition’s here.