Crestwood Advisors
TL;DR
Boston-based adviser formed in 2003 and part of Focus Financial Partners since 2017, providing investment and wealth advice to high-net-worth individuals, families, foundations and endowments.
$8.0 billion
Regulatory AUM
As of ADV filing 2026-06-11
6,710
Accounts / Clients
1,106 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
64
Team Size
employees, 56 advisory
9 yrs
Years Registered
First registered 2017
About Crestwood Advisors
Boston-based adviser formed in 2003 and part of Focus Financial Partners since 2017, providing investment and wealth advice to high-net-worth individuals, families, foundations and endowments.
Office: One Liberty Square, Suite 500, Boston, MA 02109.
Best for: Families above $1M wanting global asset allocation with a CFP and CFA team
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD286243
RegistrationSEC-registered
First registration2017
Regulatory AUM$8.0 billion
ADV filing date2026-06-11
Accounts6,710
Clients1,106 individual and high-net-worth clients
Employees64
Advisory employees56
Fee modelAsset-based fee; insurance placed through a Focus affiliate, with no compensation to Crestwood
Minimum$1,000,000 investible assets; $10,000 minimum annual fee if accepted below (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA, ChFC and CTFA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 286243, as of ADV filing 2026-06-11, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Boston, MA (2026): rank 4 of 10
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