SourcingSourcing

CRESTWOOD ADVISORS GROUP, LLC

C31
CRD 286243·SEC 801-108983·BOSTON, MA
AUM
$8.02B
$1B+
Est. Revenue
$80.2M
@ 1% on AUM
Est. EBITDA
$24.1M
@ 30% margin
Est. Deal Value
$192.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CRESTWOOD ADVISORS GROUP, LLC
CRD
286243
SEC file #
801-108983
EIN
814446465
DBA names
Crestwood Advisors

Economics

AUM
$8.02B
AUM band
$1B+
AUM trajectory
'20'26
$3.01B → $8.02B▲ +166%
Client mix
Individuals High Net Worth870
Individuals Other236
Corporations15
Pension Profit Sharing Plans4
Charitable Organizations3

Operations

Employees (total)
64
Advisory staff (per ADV)
56
Advisory staff (5-yr trend)
'20'26
27 advisors → 56 advisors▲ +107%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
twitter.com/focusfinancial(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FOCUS OPERATING, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
FOCUS OPERATING, LLC
ECKTON, MICHAEL, ARTHUR
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:crestwood.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001426853
Edgar Registered
Yes
Edgar Filing Count
80
Edgar First Filing Date
2008-02-22
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
78
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001426853-26-000002
Edgar Former Names
Crestwood Advisors Group LLC
Crestwood Advisors LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
39
Bc Firm IAR Count
39
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
ONE LIBERTY SQUARESUITE 500BOSTON, MA 02109
Business
ONE LIBERTY SQUARESUITE 500BOSTON, MA 02109
Edgar EIN
814446465
Edgar Recent Filings
13F-HR2026-05-05 · 0001426853-26-000002
13F-HR2026-02-03 · 0001426853-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (40)

40
SCIABARRASI, LEAH, RACHEL
IAR · Executive Officer · 2.5%
5633349
ECKTON, MICHAEL, ARTHUR
IAR · Executive Officer · 2.5%
1969077
TREIBLE, ROY, DONALD
Executive Officer · 2.5%
5296328
DAVID PIERSON TUTTLE
IAR
4341848
SUSAN CHESWICK BREWER
IAR
4341772
LEIGH BREITMAN HURD
IAR
2821591
William Frederick Spencer
IAR
6695898
ROBERT GILMORE IX
IAR
1760062
JOHN WARD MORRIS
IAR
2024822
JOHN REID INGRAM
IAR
4434232
GREGORY Francis MCSWEENEY
IAR
4685008
KAYLA CHRISTINE Hammen
IAR
6101021
James Michael Doogan
IAR
7349422
Brandon Lozier
IAR
7497648
Roberto Palladino
IAR
4613488
LUKE BENJAMIN NEUMANN
IAR
6501422
Alex D Sternberg
IAR
8156744
Alexander Joseph Matuschak
IAR
7905788
PETER THURSTON MALONE
IAR
5836463
Elizabeth Laws
IAR
8185363
Sarah Beth Kanwal
IAR
6693853
AARON MICAH BELTRAMI
IAR
2905412
RYAN GERARD KENNY
IAR
5552849
PAIGE MARTIN EARLS
IAR
5876000
Logan Ribeiro
IAR
6954562
KARIN ELIZABETH ISHERWOOD COULTER
IAR
2685649
J MICHAEL COSTELLO
IAR
1928302
DONALD JEROME CLARKE
IAR
2833576
ALEXANDER STEPHEN LAPOINTE
IAR
5133801
TIMOTHY STEVEN PARADIS
IAR
5220778
JASON DAVID HENDRICKS
IAR
5112851
Madison McAuliffe
IAR
7675513
Paul Louis Gaudio
IAR
6820698
ALEXANDRA MICHELLE BLAKE
IAR
5664489
PETER R MAKO
IAR
6943373
Ryan Ward Stanick
IAR
7266177
ALYSON LYNN NICKSE
IAR
4448683
MADISON NICOLE MCNAMARA
IAR
7546457
HILLARY ROSE URBANCIC
IAR
6091942
ALEXANDER DOBECKI
IAR
7446127