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CRESTWOOD ADVISORS

BOSTON, MA · CRD 286243 · IAPD ↗ · focusfinancialpartners.com · 617-523-8880

$8.02BRegulatory AUM
56Advisory reps
64Employees
1Clients
More than 500Planning clients
0Private funds
30States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — CRESTWOOD ADVISORS reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
April 2025 — CRESTWOOD ADVISORS added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — CRESTWOOD ADVISORS notice-filed in IN, LA, MN, MO, OH, UT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
79
April 2025 — CRESTWOOD ADVISORS grew from 46 to 55 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — CRESTWOOD ADVISORS added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — CRESTWOOD ADVISORS notice-filed in AZ, GA, IL, MI, OR, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — CRESTWOOD ADVISORS reported RAUM up 40% ($4.06B -> $5.69B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
81
April 2024 — CRESTWOOD ADVISORS grew from 35 to 46 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.