Cresset
TL;DR
Founded in March 2017 by Avy Stein and Eric Becker, Cresset provides investment advisory and family office services to individuals, high-net-worth families, trusts and foundations.
$78.9 billion
Regulatory AUM
As of ADV filing 2026-08-13
32,894
Accounts / Clients
4,746 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
496
Team Size
employees, 187 advisory
9 yrs
Years Registered
First registered 2017
About Cresset
Founded in March 2017 by Avy Stein and Eric Becker, Cresset provides investment advisory and family office services to individuals, high-net-worth families, trusts and foundations.
Office: 444 W. Lake Street, Suite 4700, Chicago, IL 60606.
Best for: Multi-generational families wanting investments and family office services under one roof
Fee model and designations stated on the guide
Advisory feesCFA or CPA named
Form ADV data
CRD288566
RegistrationSEC-registered
First registration2017
Regulatory AUM$78.9 billion
ADV filing date2026-08-13
Accounts32,894
Clients4,746 individual and high-net-worth clients
Employees496
Advisory employees187
Fee modelAsset-based advisory fees; ADV 2A says Cresset does not earn commissions from trades
MinimumNo minimum to establish a relationship; minimum annual fee up to $25,000 (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFA named on site; no planning designations found
Source: SEC Investment Adviser Public Disclosure, CRD 288566, as of ADV filing 2026-08-13, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Chicago, IL (2026): rank 6 of 10
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