CRESTWOOD ADVISORS
Latest filing: Mar 25, 2025 (265 days ago)
AUM
$7,015,988,190
23% change vs. 1 year ago
41% change vs. 3 years ago
113% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
61
7% change vs. 1 year ago
45% change vs. 3 years ago
69% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
BOSTON, MA
ONE LIBERTY SQUARE, BOSTON, MA, UNITED STATES, 02109
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $6.8 |
| Non-Discretionary | $0.2 |
| Total | $7.0 |
| Client | AUM |
|---|---|
| Retail | $6.7 |
| Pooled | $0.0 |
| Institutional | $0.3 |
| Total | $7.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 282 | $0.1 |
| Average Individual AUM | $381,785 | |
| HNW | 827 | $6.6 |
| Average HNW AUM | $7,964,883 | |
| Retail Total | 1,109 | $6.7 |
| Average Retail AUM | $6,036,629 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $4.4 |
| CHARLES SCHWAB & CO., INC. | NEW YORK-NY-USA | $0.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $7.0 |
| Retail SMA AUM | $6.7 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 77% | $5.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.2 |
| Municipal | 8% | $0.6 |
| Sovereign | 0% | $0.0 |
| IG Credit | 6% | $0.4 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.3 |
| Other | 2% | $0.1 |
| Total | 100% | $7.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | $43.1 | 122258 | |
| FOCUS RISK SOLUTIONS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
35 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| GREGORY MCSWEENEY | BOSTON | MA | S63|2005-04-30 | CHARTERED FINANCIAL ANALYST | |||||
| DONALD CLARKE | BOSTON | MA | S63|1996-12-23|S65|1998-09-28|S66|2002-10-18 | CERTIFIED FINANCIAL PLANNER | |||||
| BRANDON LOZIER | BOSTON | MA | S65|2022-05-27 | ||||||
| PETER CORSI | BOSTON | MA | S63|2003-02-12|S65|2006-02-18 | ||||||
| RYAN KENNY | BOSTON | MA | S63|2008-08-06|S65|2012-11-09 | CHARTERED FINANCIAL ANALYST | |||||
| HILLARY URBANCIC | BOSTON | MA | S66|2016-03-14 | ||||||
| J COSTELLO | BOSTON | MA | S65|1993-01-21 | CHARTERED FINANCIAL ANALYST | |||||
| LEIGH HURD | BOSTON | MA | S63|1996-11-22 | CHARTERED FINANCIAL ANALYST | |||||
| LOGAN RIBEIRO | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| JOHN INGRAM | BOSTON | MA | CHARTERED FINANCIAL ANALYST | ||||||
| DAVID TUTTLE | BOSTON | MA | S65|2000-02-26 | CHARTERED FINANCIAL ANALYST | |||||
| ALEXANDRA BEAN | BOSTON | MA | S63|2019-08-02|S65|2021-10-28 | ||||||
| KARIN COULTER | BOSTON | MA | S65|2015-11-29 | ||||||
| SUSAN BREWER | BOSTON | MA | S65|1997-06-05 | ||||||
| TIFFANY SO | BOSTON | MA | S66|2015-10-30 | ||||||
| LEAH SCIABARRASI | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| ALYSON NICKSE | BOSTON | MA | S63|2002-09-26 | CERTIFIED FINANCIAL PLANNER | |||||
| LUKE NEUMANN | BOSTON | MA | S65|2015-07-01 | CERTIFIED FINANCIAL PLANNER | |||||
| WILLIAM SPENCER | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| PETER MALONE | BOSTON | MA | S66|2010-10-27 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $7.0 | $0.0 | 0% | 61 | 0 | 0% |
| 2025-04-21 | $7.0 | $0.0 | 0% | 61 | 0 | 0% |
| 2024-04-02 | $5.7 | $1.3 | 23% | 57 | 4 | 7% |
| 2023-04-04 | $4.1 | $3.0 | 73% | 43 | 18 | 42% |
| 2022-04-01 | $5.0 | $2.1 | 41% | 42 | 19 | 45% |
| 2021-04-05 | $4.0 | $3.1 | 77% | 39 | 22 | 56% |
| 2020-04-01 | $3.3 | $3.7 | 113% | 36 | 25 | 69% |
| 2019-04-01 | $1.8 | $5.2 | 288% | 24 | 37 | 154% |
| 2018-04-02 | $1.8 | $5.2 | 283% | 23 | 38 | 165% |
| 2017-04-01 | $1.5 | $5.5 | 378% | 22 | 39 | 177% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, AZ-03/18/2024, CA-01/01/2017, CO-01/01/2017, CT-01/01/2017, FL-01/13/2017, GA-03/18/2024, IL-03/18/2024, IN-03/25/2025, LA-03/25/2025, MA-01/01/2017, MD-03/29/2022, ME-03/29/2018, MI-03/18/2024, MN-03/25/2025, MO-03/25/2025, NC-07/31/2019, NE-03/30/2021, NH-01/01/2017, NJ-09/13/2018, NY-01/01/2017, OH-03/25/2025, OR-03/18/2024, PA-01/01/2017, RI-03/28/2023, SC-07/31/2019, TX-08/27/2018, UT-03/25/2025, VA-03/29/2022, VT-03/18/2024, WA-03/25/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV