DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Crestwood Advisors
Legal name Crestwood Advisors Group, LLC
Latest filing Jun 11, 2026
First filing on the tape Jan 13, 2017 · 30 filings
SEC status approved since Jan 1, 2017
RAUM
$8.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
96%
$7.7B individuals and HNW
Advisors
40
registered through the firm on IAPD
RAUM per advisor
$201M
derived; firm RAUM over IAPD count
Employees
64
56 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$8.0B as of Jun 11, 2026
Mar 29, 2018$1.8B then
HNW client RAUM$7.6B as of Jun 11, 2026
Mar 29, 2018$1.7B then
State-registered IARs (5.B.3)39 as of Jun 11, 2026
Mar 29, 201812 then
Employees (5.A)64 as of Jun 11, 2026
Mar 29, 201823 then
Private funds: no history
RAUM +14% over the last fiscal year+26% a year over threeIARs 36 to 39offices 5 to 4
Practice profile
derived from the filing of Jun 11, 2026; every figure names its basis
Archetypes, each a printed rule
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $201MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 28derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $8.8MderivedHNW RAUM over HNW clients
- Average account
- $1.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 8.0derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +8.3%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -0.3%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminars, otherreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Custody
- $3.4B, 589 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- controlled by a public reporting company (10.A)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$7.6B95%
- Corporations and businesses$277M3.5%
- Individuals$100M1.3%
- Pension and profit-sharing plans$19.1M0.2%
- Charitable organizations$7.9M0.1%
- Individual clients
- 236reported
- HNW clients
- 870reported
- Pension plan clients
- 4reported
- Charitable clients
- 3reported
- Accounts
- 6,710reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.4B for 589 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=0.0 bank_owner=falsederived
Advisors registered through the firm
40 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michael Arthur EcktonChartered Financial Analyst | Boston, Ma | Feb 13, 2017 | 36 y | 2 |
| Leah Rachel SciabarrasiCertified Financial Planner | Boston, Ma | Feb 13, 2017 | 23 y | 1 |
| Alyson Lynn NickseCertified Financial Planner | Boston, Ma | Feb 13, 2017 | 23 y | 2 |
| Robert Gilmore IxChartered Financial Analyst | Boston, Ma | Feb 13, 2017 | 23 y | 2 |
| Leigh Breitman HurdChartered Financial Analyst | Boston, Ma | Feb 13, 2017 | 29 y | 2 |
| John Ward Morris | Boston, Ma | Feb 13, 2017 | 36 y | 1 |
| Aaron Micah BeltramiCertified Financial Planner | Boston, Ma | Feb 14, 2017 | 29 y | 2 |
| Paige Martin EarlsCertified Financial Planner | Cornelius, Nc | Feb 28, 2017 | 13 y | 2 |
| William Frederick SpencerCertified Financial Planner | Boston, Ma | Feb 28, 2017 | 10 y | 0 |
| Ryan Gerard KennyChartered Financial Analyst | Boston, Ma | May 25, 2017 | 18 y | 1 |
| Luke Benjamin NeumannCertified Financial Planner | Boston, Ma | Nov 29, 2017 | 12 y | 1 |
| Kayla Christine Hammen | Boston, Ma | Nov 14, 2018 | 12 y | 1 |
| John Reid IngramChartered Financial Analyst | Boston, Ma | Dec 11, 2018 | 28 y | 1 |
| David Pierson TuttleChartered Financial Analyst | Darien, Ct | Apr 30, 2019 | 26 y | 3 |
| Susan Cheswick Brewer | Darien, Ct | May 3, 2019 | 29 y | 3 |
| Peter Thurston MaloneChartered Financial Analyst | Boston, Ma | Oct 3, 2019 | 15 y | 2 |
| Gregory Francis McsweeneyChartered Financial Analyst | Boston, Ma | Apr 29, 2020 | 21 y | 1 |
| Hillary Rose Urbancic | Boston, Ma | Mar 30, 2021 | 14 y | 2 |
| Brandon Lozier | Boston, Ma | May 31, 2022 | 11 y | 0 |
| Alexandra Michelle Blake | Boston, Ma | Jul 20, 2022 | 17 y | 2 |
| Jason David HendricksCertified Financial Planner | Boston, Ma | Aug 29, 2022 | 20 y | 2 |
| Timothy Steven ParadisCertified Financial Planner | Darien, Ct | Apr 10, 2023 | 20 y | 4 |
| Roberto PalladinoChartered Financial Analyst | Darien, Ct | Apr 17, 2023 | 23 y | 1 |
| James Michael DooganChartered Financial Analyst | Boston, Ma | Apr 25, 2023 | 12 y | 1 |
| Karin Elizabeth Isherwood Coulter | Providence, Ri | Sep 15, 2023 | 11 y | 1 |
| Paul Louis GaudioCertified Financial Planner | Boston, Ma | Oct 26, 2023 | 13 y | 1 |
| Logan RibeiroCertified Financial Planner | Boston, Ma | Oct 26, 2023 | 10 y | 0 |
| Madison Nicole McnamaraCertified Financial Planner | Boston, Ma | Sep 24, 2024 | 12 y | 1 |
| Alexander Stephen Lapointe | Boston, Ma | Dec 16, 2024 | 20 y | 3 |
| Peter R MakoCertified Financial Planner | Boston, Ma | May 5, 2025 | 10 y | 2 |
| Alexander Dobecki | Boston, Ma | Jun 16, 2025 | 12 y | 1 |
| Alex D SternbergChartered Financial Analyst | Boston, Ma | Sep 17, 2025 | 11 y | 0 |
| Donald Jerome ClarkeCertified Financial Planner | Providence, Ri | Oct 21, 2025 | 29 y | 3 |
| J Michael CostelloChartered Financial Analyst | Providence, Ri | Dec 18, 2025 | 33 y | 3 |
| Ryan Ward StanickCertified Financial Planner | Boston, Ma | Dec 19, 2025 | 10 y | 1 |
| Alexander Joseph Matuschak | Boston, Ma | Jan 13, 2026 | 11 y | 1 |
| Elizabeth Laws | Boston, Ma | Feb 11, 2026 | 12 y | 0 |
| Madison McauliffeCertified Financial Planner | Boston, Ma | Apr 2, 2026 | 13 y | 2 |
| Aidan Christopher Reed | Darien, Ct | May 27, 2026 | 11 y | 1 |
| Hilary Nmn ChampagneCertified Financial Planner | Boston, Ma | Jun 24, 2026 | 10 y | 1 |
Advisor movement
2 left, 5 joined in 12 months
net +3 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 5.0% of current headcount6 left over 36 months
Left, latest
- Peter James Corsi to UBS Financial Services Inc.Mar 24, 2026 · RIA to wirehouse
- William Nechtem Swerdlick to Edward JonesOct 21, 2025 · RIA to affiliated broker-dealer or bank
- Thomas Patrick Mooney to Morton WealthAug 8, 2025 · RIA to RIA
- Benjamin Paul Ramsey to Faith And Family Wealth ManagementAug 6, 2025 · RIA to a state-registered adviser
- Alina Osokhovska to Shp Wealth Management, LLCDec 17, 2024 · RIA to RIA
- Janie Marie Monroe to Ballentine PartnersApr 3, 2024 · RIA to RIA
- Laurie E Stefanowicz to B Side Partners, LLCNov 15, 2022 · RIA to a state-registered adviser
- Christopher Michael Auten to Empirical Wealth ManagementNov 12, 2022 · RIA to RIA
- Charles W Tricomi to Greenwich Wealth Management, LLCFeb 4, 2022 · RIA to RIA
- Steven Lee Jacobsmeier to Origin Investment Advisory LLCJul 6, 2021 · RIA to a newly registered adviser
- Traci Ann Provost to Raymond James Financial Services Advisors, IncNov 30, 2020 · RIA to affiliated broker-dealer or bank
- Alexander Stewart Martland to Vestmark Advisory Solutions, Inc.Nov 10, 2020 · Other
- Brian Michael Lowry to Raymond James & Associates, Inc.Nov 8, 2018 · RIA to affiliated broker-dealer or bank
- Jaclyn Virginia Hirl to Lake Street AdvisorsAug 25, 2017 · Other
Joined, latest
- Hilary Nmn Champagne from Tfc Financial Management IncJun 24, 2026 · RIA to RIA
- Aidan Christopher Reed from Bridgelight Financial Advisors, IncMay 27, 2026 · RIA to RIA
- Madison Mcauliffe from J.P. Morgan Securities LLCApr 2, 2026 · Wirehouse to independent RIA
- Alexander Joseph Matuschak from Gw&K Investment Management, LLCJan 13, 2026 · RIA to RIA
- Ryan Ward Stanick from Equitable Advisors, LLCDec 19, 2025 · Affiliated broker-dealer or bank to independent RIA
- William Nechtem Swerdlick from Raymond James Financial Services Advisors, IncJul 3, 2025 · Affiliated broker-dealer or bank to independent RIA
- Alexander Dobecki from Td Private Client Wealth LLCJun 16, 2025 · Affiliated broker-dealer or bank to independent RIA
- Peter R Mako from Morgan StanleyMay 5, 2025 · Wirehouse to independent RIA
- Alexander Stephen Lapointe from Rwa Wealth PartnersDec 16, 2024 · RIA to RIA
- Madison Nicole Mcnamara from Vanguard Advisers, Inc.Sep 24, 2024 · Affiliated broker-dealer or bank to independent RIA
- Paul Louis Gaudio from Ouellette Wealth Advisory LLCOct 26, 2023 · RIA to RIA
- Peter James Corsi from Endurance Wealth Management, Inc.Sep 19, 2023 · RIA to RIA
- J Michael Costello from Endurance Wealth Management, Inc.Sep 19, 2023 · RIA to RIA
- Karin Elizabeth Isherwood Coulter from Endurance Wealth Management, Inc.Sep 15, 2023 · RIA to RIA
- Donald Jerome Clarke from Endurance Wealth Management, Inc.Sep 14, 2023 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 4 joined from Endurance Wealth Management, Inc.Sep 26, 2023 · Providence, Ri · Firm absorbed
- 2 joined from Catamount Wealth ManagementJul 29, 2019 · Westport, Ct
- 2 joined from Macguire, Cheswick & Tuttle Investment Counsel LLCApr 24, 2019 · Darien, Ct
- 7 joined from Crestwood Advisors LLCJan 31, 2017 · Boston, Ma · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Arthur Michael Eckton · Ceocontrolsince 01/2017 · owns less than 5%
- Rachel Leah Sciabarrasi · Presidentcontrolsince 01/2024 · owns less than 5%
- Donald Roy Treible · Chief Compliance Officercontrolsince 01/2017 · owns less than 5%
Entity owners
- Focus Operating, LLC · Memberdirect · owns 75% or more
- Cd&R Ferdinand Co-Investor, L.P. · Partnerindirect · owns 25% to 50% of Cd&R Ferdinand Holdings, L.P.
- Cd&R Ferdinand Holdings, L.P. · Partnerindirect · owns 50% to 75% of Ferdinand Ffp Ultimate Holdings, LP
- Clayton Dubilier & Rice Fund Xii, L.P. · Partnerindirect · owns 50% to 75% of Cd&R Ferdinand Holdings, L.P.
- Ferdinand Ffp Acquisition, LLC · Shareholder, Class A Common Stockindirect · owns 75% or more of Focus Financial Partners Inc.
- Ferdinand Ffp Intermediate Holdings, LLC · Memberindirect · owns 75% or more of Ferdinand Ffp Acquisition, LLC
- Ferdinand Ffp Parent, Inc. · Memberindirect · owns 75% or more of Ferdinand Ffp Intermediate Holdings, LLC
- Ferdinand Ffp Ultimate Holdings, LP · Shareholder, Class B Common Stockindirect · owns 75% or more of Focus Financial Partners Inc.
- Ferdinand Ffp Ultimate Holdings, LP · Shareholderindirect · owns 75% or more of Ferdinand Ffp Parent, Inc.
- Focus Financial Partners Inc. · Memberindirect · owns 75% or more of Focus Financial Partners, LLC
- Focus Financial Partners, LLC · Memberindirect · owns 75% or more of Focus Operating, LLC
Related persons
Schedule D 7.A
- Focus Risk Solutions, LLCreal estaten
- Scs Capital Management LLCinvestment adviserpooled vehicle sponsornRAUM $49B
Advisers that list Crestwood Advisors as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Boston, Ma · principal | 35 | 7 | 1 | ||
| Darien, Ct | 7 | 1 | 0 | ||
| Providence, Ri | 3 | 2 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Darien, CT5 employees
- Providence, RI5 employees
- Boulder, CO1 employees
- Westport, CT1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jun 11, 2026SCIABARRASI, LEAH, RACHEL (PRESIDENT) appeared on Schedule A between the filings of 2023-09-26 and 2026-06-11peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Accounts · 5,862 to 6,710Dec 18, 2025 to Mar 4, 2026
- Advisory employees · 55 to 56Dec 18, 2025 to Mar 4, 2026
- Corporate clients · 17 to 15Dec 18, 2025 to Mar 4, 2026
- HNW clients · 827 to 870Dec 18, 2025 to Mar 4, 2026
- Individual clients · 282 to 236Dec 18, 2025 to Mar 4, 2026
- Pension plan clients · 11 to 4Dec 18, 2025 to Mar 4, 2026
- Assets in custody · $3.1B to $3.4BDec 18, 2025 to Mar 4, 2026
- Employees · 61 to 64Dec 18, 2025 to Mar 4, 2026
- Financial planning clients · 251-500 to More than 500Dec 18, 2025 to Mar 4, 2026
- State-registered IARs · 36 to 39Dec 18, 2025 to Mar 4, 2026
- Other offices · 5 to 4Dec 18, 2025 to Mar 4, 2026
- Discretionary RAUM · $6.8B to $8.0BDec 18, 2025 to Mar 4, 2026
- HNW RAUM · $6.6B to $7.6BDec 18, 2025 to Mar 4, 2026
- Individual RAUM · $108M to $100MDec 18, 2025 to Mar 4, 2026
- Non-discretionary RAUM · $195M to $21.4MDec 18, 2025 to Mar 4, 2026
- Pension RAUM · $22.3M to $19.1MDec 18, 2025 to Mar 4, 2026
- RAUM · $7.0B to $8.0BDec 18, 2025 to Mar 4, 2026
- Accounts · 5,231 to 5,862Mar 29, 2024 to Mar 25, 2025
- Advisory employees · 46 to 55Mar 29, 2024 to Mar 25, 2025
- Corporate clients · 14 to 17Mar 29, 2024 to Mar 25, 2025
- HNW clients · 789 to 827Mar 29, 2024 to Mar 25, 2025
- Individual clients · 322 to 282Mar 29, 2024 to Mar 25, 2025
- Pension plan clients · 13 to 11Mar 29, 2024 to Mar 25, 2025
- Assets in custody · $2.6B to $3.1BMar 29, 2024 to Mar 25, 2025
- Employees · 57 to 61Mar 29, 2024 to Mar 25, 2025
- Financial planning clients · 251-500 to 251-500Mar 29, 2024 to Mar 25, 2025
- State-registered IARs · 35 to 36Mar 29, 2024 to Mar 25, 2025
- Other offices · 4 to 5Mar 29, 2024 to Mar 25, 2025
- Discretionary RAUM · $5.6B to $6.8BMar 29, 2024 to Mar 25, 2025
- HNW RAUM · $5.4B to $6.6BMar 29, 2024 to Mar 25, 2025
- Individual RAUM · $125M to $108MMar 29, 2024 to Mar 25, 2025
- Non-discretionary RAUM · $45.6M to $195MMar 29, 2024 to Mar 25, 2025
- Pension RAUM · $25.3M to $22.3MMar 29, 2024 to Mar 25, 2025
- RAUM · $5.7B to $7.0BMar 29, 2024 to Mar 25, 2025
- Related insurance company · false to trueMar 29, 2024 to Mar 25, 2025
- Accounts · 4,213 to 5,231Sep 26, 2023 to Mar 18, 2024
- Advisory employees · 35 to 46Sep 26, 2023 to Mar 18, 2024
- Corporate clients · 5 to 14Sep 26, 2023 to Mar 18, 2024
- HNW clients · 581 to 789Sep 26, 2023 to Mar 18, 2024
- Individual clients · 234 to 322Sep 26, 2023 to Mar 18, 2024
Signals
15 dated events
- Peter James Corsi left Crestwood Advisors for Ubs Financial Services Inc. (registered 2026-03-27)Mar 24, 2026 · Advisor changed firm · fact
- William Nechtem Swerdlick left Crestwood Advisors for Edward Jones (registered 2026-05-18)Oct 21, 2025 · Advisor changed firm · fact
- Thomas Patrick Mooney left Crestwood Advisors for Morton Wealth (registered 2025-11-14)Aug 8, 2025 · Advisor changed firm · fact
- Benjamin Paul Ramsey left Crestwood Advisors for Faith And Family Wealth Management (registered 2026-07-13)Aug 6, 2025 · Advisor changed firm · fact
- Alina Osokhovska left Crestwood Advisors for Shp Wealth Management, Llc (registered 2025-03-24)Dec 17, 2024 · Advisor changed firm · fact
- Janie Marie Monroe left Crestwood Advisors for Ballentine Partners (registered 2024-04-12)Apr 3, 2024 · Advisor changed firm · fact
- Crestwood Advisors reported RAUM $5.7B, up 40% from $4.1B (2023-09-26 to 2024-03-18)Mar 18, 2024 · RAUM change · derived
- Endurance Wealth Management, Inc.'s advisors moved to Crestwood Advisors (Providence, RI): 4 of 4 registered, within 9 daysSep 26, 2023 · Firm absorbed (people side) · derived
- Laurie E Stefanowicz left Crestwood Advisors for B Side Partners, Llc (registered 2024-11-07)Nov 15, 2022 · Advisor changed firm · fact
- Christopher Michael Auten left Crestwood Advisors for Empirical Wealth Management (registered 2023-03-09)Nov 12, 2022 · Advisor changed firm · fact
- Crestwood Advisors reported RAUM $5.0B, up 25% from $4.0B (2021-07-30 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- Charles W Tricomi left Crestwood Advisors for Greenwich Wealth Management, Llc (registered 2024-05-28)Feb 4, 2022 · Advisor changed firm · fact
- Crestwood Advisors reported RAUM $2.6B, up 45% from $1.8B (2019-03-28 to 2019-04-30)Apr 30, 2019 · RAUM change · derived
- Crestwood Advisors Group, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 13, 2017 · Succession (Item 4) · fact
- Crestwood Advisors Group, Llc filed its initial SEC registration (Form ADV)Jan 13, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Crestwood Advisors · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/FOCUS-FINANCIAL-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/CRESTWOOD-ADVISORS-LLCreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CRESTWOODADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 617-523-8880reportedpublic record, Form ADV, Jun 11, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $201Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026