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CRESTWOOD ADVISORS
Legal name: CRESTWOOD ADVISORS GROUP, LLC
CRD 286243File 801-108983
APPROVED
Retail clients
Custody
Filing as of Jun 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.02B
Top 10% of cohort (national)
Discretionary AUM
$8.00B
Non-discretionary $21.4M
Clients
1,128
6,710 accounts
Employees
64
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 1, 2017
- Principal office
- ONE LIBERTY SQUARE, SUITE 500, BOSTON, MA, 02109
- Phone
- 617-523-8880
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.02B
- Discretionary AUM
- $8.00B
- Non-discretionary AUM
- $21.4M
- Discretionary accounts
- 6,684
- Non-discretionary accounts
- 26
- Total accounts
- 6,710
- AUM per client
- $7.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $277.0M |
| Charitable organizations | Fewer than 5 | $7.9M |
| High net worth individuals | 870 | $7.62B |
| Pension and profit sharing plans | Fewer than 5 | $19.1M |
| Individuals (other than high net worth individuals) | 236 | $100.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.