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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 61 | 64 | increased by3 |
| Apr 1, 2026 | Clients | 1,140 | 1,128 | decreased by12 |
| Apr 1, 2026 | AUM | $7,015,988,190 | $8,021,455,218 | increased by$1,005,467,028 |
| Apr 1, 2026 | Accounts | 5,862 | 6,710 | increased by848 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 42 | 61 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 846 | 1,140 | increased by294 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,963,454,547 | $7,015,988,190 | increased by$2,052,533,643 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,978 | 5,862 | increased by1,884 |
| Apr 1, 2022 | Employees | 39 | 42 | increased by3 |
| Apr 1, 2022 | Clients | 783 | 846 | increased by63 |
| Apr 1, 2022 | AUM | $3,963,019,544 | $4,963,454,547 | increased by$1,000,435,003 |
| Apr 1, 2022 | Accounts | 3,571 | 3,978 | increased by407 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CRESTWOOD ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CRESTWOOD ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.