Crestwood Advisors Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars. Financial planning was provided to 1,000 clients last fiscal year.
Crestwood Advisors Group reports 1,128 clients. They include 870 high-net-worth individuals, 236 individual clients, and 15 corporations and other businesses. Of its assets, 99.7% ($8B across 6,684 accounts) are managed with discretion; $21.4M across 26 accounts are not. Of its clients, 1% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 21% | 1% |
| High-net-worth individuals | 77% | 95% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 236 | $100M | 1.3% | $426K |
| High-net-worth individuals | 870 | $7.62B | 95.0% | $8.76M |
| Pension and profit-sharing plans | Fewer than 5 | $19.1M | 0.2% | $4.76M |
| Charitable organizations | Fewer than 5 | $7.87M | 0.1% | $2.62M |
| Corporations and other businesses | 15 | $277M | 3.5% | $18.5M |
| Total | 1,128 | $8.02B | 100% | — |
- Clients
- 236
- Regulatory AUM
- $100M
- AUM share
- 1.3%
- Avg. per client
- $426K
- Clients
- 870
- Regulatory AUM
- $7.62B
- AUM share
- 95.0%
- Avg. per client
- $8.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $19.1M
- AUM share
- 0.2%
- Avg. per client
- $4.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.87M
- AUM share
- 0.1%
- Avg. per client
- $2.62M
- Clients
- 15
- Regulatory AUM
- $277M
- AUM share
- 3.5%
- Avg. per client
- $18.5M
Total
- Clients
- 1,128
- Regulatory AUM
- $8.02B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Crestwood Advisors Group is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Focus Operating, LLC owns 75% or more of Crestwood Advisors Group and is in turn owned by Focus Financial Partners, LLC (75% or more). The leadership team of Crestwood Advisors Group includes President Leah Sciabarrasi and Chief Compliance Officer Roy Treible. It has 64 employees, 56 of them in advisory roles.
Leadership
Leah SciabarrasiPresident
Roy TreibleChief Compliance Officer
Investment adviser representatives
40 representatives listed in the SEC register as of 9 October 2026.
- Aaron Micah Beltrami
- Alexandra Michelle Blake
- Susan Cheswick Brewer
- Hilary NMN Champagne
- Donald Jerome Clarke
- J Michael Costello
- Karin Elizabeth Isherwood Coulter
- Alexander Dobecki
- James Michael Doogan
- Paige Martin Earls
- Paul Louis Gaudio
- Kayla Christine Hammen
- Jason David Hendricks
- Leigh Breitman Hurd
- John Reid Ingram
- Robert Gilmore IX
- Ryan Gerard Kenny
- Alexander Stephen Lapointe
- Elizabeth Laws
- Brandon Lozier
- Peter R Mako
- Peter Thurston Malone
- Alexander Joseph Matuschak
- Madison McAuliffe
- Madison Nicole McNamara
- Gregory Francis McSweeney
- John Ward Morris
- Luke Benjamin Neumann
- Alyson Lynn Nickse
- Roberto Palladino
- Timothy Steven Paradis
- Aidan Christopher Reed
- Logan Ribeiro
- William Frederick Spencer
- Ryan Ward Stanick
- Alex D Sternberg
- David Pierson Tuttle
- Hillary Rose Urbancic
Staff
- 64 employees
- 56 in advisory functions
- 39 state-registered reps
- 2 soliciting firms
- Owns 75% or more of Crestwood Advisors Group, LLC
Focus Operating, LLC
Control person · since January 2017
- Owns 75% or more of Focus Operating, LLC
Focus Financial Partners, LLC
Control person · since January 2007
- Owns 75% or more of Focus Financial Partners, LLC
Focus Financial Partners Inc.
Control person · since July 2018
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Acquisition, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Acquisition, LLC
Ferdinand FFP Intermediate Holdings, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Intermediate Holdings, LLC
Ferdinand FFP Parent, Inc.
Control person · since August 2023
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Ultimate Holdings, LP
Control person · since August 2023
- Owns 50% to 75% of Ferdinand FFP Ultimate Holdings, LP
CD&R Ferdinand Holdings, L.P.
Control person · since August 2023
- Owns 50% to 75% of CD&R Ferdinand Holdings, L.P.
Clayton Dubilier & Rice Fund Xii, L.P.
Control person · since August 2023
- Owns 25% to 50% of CD&R Ferdinand Holdings, L.P.
CD&R Ferdinand Co-Investor, L.P.
Control person · since August 2023
Crestwood Advisors Group’s regulatory assets grew 2.0× from $3.96B (July 2021) to $8.02B (June 2026); clients rose from 783 to 1,128 and employees from 39 to 64. Between 2019 and 2023, 3 advisory firms joined it. The largest by last filed assets was Endurance Wealth Management ($1.03B, September 2023, the most recent).
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $8.02B | 1,128 | 64 | 5 |
| March 2025 | $7.02B | 1,140 | 61 | 6 |
| March 2024 | $5.69B | 1,141 | 57 | 5 |
| March 2023 | $4.06B | 832 | 43 | 4 |
| April 2022 | $4.96B | 846 | 42 | 3 |
| July 2021 | $3.96B | 783 | 39 | 3 |
Firms that joined
20231 joined
- Endurance Wealth ManagementLast filed AUM $1.03B
20192 joined
- Catamount Management Group (Catamount Wealth Management)No filed AUM
- Macguire, Cheswick & Tuttle Investment CounselNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Crestwood Advisors Group has 4 offices (1 private residence, listed without an address), with 4 listed addresses across 4 states.
Colorado · 1 listed address
- 2450 Broadway, Boulder
Connecticut · 1 listed address
- 23 Old Kings Highway S, Darien
Massachusetts · 1 listed address
- One Liberty Square, Suite 500, BostonHQ
Rhode Island · 1 listed address
- Owen Buidling, 101 Dyer St, Providence
Other business names
Crestwood Advisors Group has reported 1 other business name to the SEC.
- Crestwood Advisors
Contact and registration details
- Legal name
- Crestwood Advisors Group, LLC
- Headquarters
- One Liberty Square, Suite 500, Boston, MA 02109
- Website
- Not reported
- Phone
- 617-523-8880
- @crestwood-advisors-llc
- SEC file
- 801-108983
- Structure
- Delaware LLC
- Fiscal year end
- December
Crestwood Advisors Group uses Fidelity ($6.22B, 83%) and Charles Schwab ($1.31B, 17%) as custodians for its separately managed accounts. Crestwood Advisors Group has custody of $3.36B in client assets for 589 clients.
- FidelityNational Financial Services LLC · Boston, MA · $6.22B83%
- Charles SchwabCharles Schwab & Co., Inc. · New York, NY · $1.31B17%
At year end, Crestwood Advisors Group’s separately managed accounts were mostly in stocks (74%) and bonds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $6.74B across 880 positions; the largest are Apple Inc. (5.9%), iShares Core S&P 500 ETF (5.3%) and Alphabet Inc. Cap Stk CL A (3.7%).
What the accounts hold
- Stocks74%
- Bonds18%
- State and local bonds9%
- Investment grade corporate bonds6%
- U.S. government and agency bonds3%
- Cash5%
- Other3%
- Bond funds, specialty mutual funds & scs private equity3%
Reported 13F holdings
- $6.74B
- Reported 13F value
- 880
- Positions
- 31.9%
- In the 10 largest
- +13.4%
- Value vs. prior quarter
- Apple Inc.5.9%
- iShares Core S&P 500 ETFETF5.3%
- Alphabet Inc. Cap Stk CL A3.7%
- Nvidia Corporation3.0%
- Microsoft Corp.3.0%
- Amazon Com Inc.2.8%
- Applied Matls Inc.2.6%
- Applied Finance Valuation Large Cap ETFETF2.0%
- Alphabet Inc. Cap Stk CL C1.8%
- iShares Core U.S. Aggregate Bond ETFETF1.8%
Together, the ten largest are 31.9% of reported value.
How many clients does Crestwood Advisors Group have?
Crestwood Advisors Group has 1,128 clients and manages $8.02 billion for them, as of June 2026. They include 870 high-net-worth individuals, 236 individual clients, and 15 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 June 2026
What services does Crestwood Advisors Group offer?
Crestwood Advisors Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Crestwood Advisors Group use?
Crestwood Advisors Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $6.22B and Charles Schwab & Co., Inc. (New York, NY), with $1.31B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026
How many financial advisors does Crestwood Advisors Group have?
Crestwood Advisors Group has 39 investment adviser representatives registered with state securities authorities, out of 64 employees, and 56 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Crestwood Advisors Group invest in?
At the end of its last fiscal year, Crestwood Advisors Group’s separately managed accounts held 74% exchange-traded equities, 9% state and local bonds, 6% investment grade corporate bonds, 5% cash and equivalents, 3% U.S. government and agency bonds and 3% other. The 3% other category is described as: Bond Funds, Specialty Mutual Funds & SCS Private Equity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Crestwood Advisors Group?
Crestwood Advisors Group is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 June 2026
How does Crestwood Advisors Group get paid?
Crestwood Advisors Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Crestwood Advisors Group registered with the SEC?
Yes, Crestwood Advisors Group has been registered with the SEC as an investment adviser since 1 January 2017. Its CRD number is 286243 and its SEC file number is 801-108983.
Source: Form ADV Part 1A, Item 1, filed 11 June 2026; IAPD firm record
How do I contact Crestwood Advisors Group?
Crestwood Advisors Group’s main office is at One Liberty Square, Suite 500, Boston, MA 02109. Its phone number is 617-523-8880.