Crestwood Advisors
Boston, MA·SEC-registered · CRD #286243
Crestwood Advisors is an SEC-registered investment advisory firm in Boston, MA managing $8.0B across 6.7k client accounts, with 56 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.0B
Client accounts
6.7k
Advisory staff
56
Fee model
Fee-based
How Crestwood Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Crestwood Advisors
How much does Crestwood Advisors manage?
Per its most recent SEC Form ADV filing (06/11/2026), Crestwood Advisors reports $8.0B in regulatory assets under management across roughly 6.7k client accounts.
How does Crestwood Advisors charge?
Crestwood Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Crestwood Advisors a fiduciary?
Yes. Crestwood Advisors is registered with the U.S. Securities and Exchange Commission (CRD #286243), 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 Crestwood Advisors 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 Crestwood Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Crestwood Advisors's public SEC Form ADV filing (CRD #286243, filed 06/11/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Crestwood Advisors. 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 Crestwood Advisors? Claim this profile.