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CRESSET ASSET MANAGEMENT, LLC

CHICAGO, IL · CRD 288566 · IAPD ↗ · 312-429-2400

$78.94BRegulatory AUM
187Advisory reps
496Employees
13Clients
11-25Planning clients
145Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — CRESSET ASSET MANAGEMENT, LLC notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — CRESSET ASSET MANAGEMENT, LLC added office(s): 25 -> 31 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — CRESSET ASSET MANAGEMENT, LLC grew from 133 to 191 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2024 — CRESSET ASSET MANAGEMENT, LLC added office(s): 22 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
September 2024 — CRESSET ASSET MANAGEMENT, LLC added office(s): 20 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
September 2024 — CRESSET ASSET MANAGEMENT, LLC notice-filed in AL, AR, DE, HI, ID, KS, KY, ME, MS, ND, NM, RI, VT, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — CRESSET ASSET MANAGEMENT, LLC shrank from 151 to 133 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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