SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Crestwood Advisors
Boston, MA
Crestwood Advisors Group, LLC, CRD 286243
Firm filing updated June 11, 2026 ·
- $8BAssets
- 56Advisory staff
- 6,710Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals870
- Individuals236
- Corporations or other businesses15
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 236 | $100.4 million |
| High net worth individuals | 870 | $7.6 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $19.1 million |
| Charitable organizations | Fewer than 5 clients | $7.9 million |
| Corporations or other businesses not listed above | 15 | $277.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 6 services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "FAMILY OFFICE CONSULTING, CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "FAMILY OFFICE CONSULTING, CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS"
Assets and accounts
- Regulatory assets$8.0 billion
- Accounts6,710
- Discretionary$8.0 billion · 6,684 accounts
- Non-discretionary$21.4 million · 26 accounts
People
- Employees64
- Advisory staff56
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1,000
Advisors
29 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Crestwood Advisors Group, LLC SEC-registered investment advisor. CRD 286243, SEC file 801-108983.
- Registered with the SEC as an investment advisor (status date on record: January 1, 2017).
Is Crestwood Advisors a fiduciary?
Short answer: Crestwood Advisors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.