Crestview Partners
New York, NY·SEC-registered · CRD #157488
Crestview Partners is an SEC-registered investment advisory firm in New York, NY managing $7.1B across 37 client accounts, with 23 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.1B
Client accounts
37
Advisory staff
23
Fee model
Fee-only
How Crestview Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL CRESTVIEW PARTNERS
See how Crestview compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Crestview Partners. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Crestview Partners? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Crestview Partners
How much does Crestview Partners manage?
Per its most recent SEC Form ADV filing (03/31/2026), Crestview Partners reports $7.1B in regulatory assets under management across roughly 37 client accounts.
How does Crestview Partners charge?
Crestview Partners is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Crestview Partners a fiduciary?
Yes. Crestview Partners is registered with the U.S. Securities and Exchange Commission (CRD #157488), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Crestview Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Crestview Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in New York, NY
Profile compiled from Crestview Partners's public SEC Form ADV filing (CRD #157488, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Crestview Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Crestview Partners? Claim this profile.