Boston, Mass. (November 25, 2024) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, is pleased to announce it has been named to Newsweek’s prestigious list of America’s Top Financial Advisory Firms 2025.
This recognition celebrates firms that provide transparent, client-centric services, empowering individuals and businesses to make informed financial decisions.
“We are truly honored to be recognized by Newsweek as one of the top financial advisory firms in the country,” said Crestwood President and Managing Partner Leah R. Sciabarrasi, CFP®. “This recognition is a testament to our team’s unwavering commitment to delivering personalized, client-first strategies that empower our clients to reach their goals, while always staying ahead of the curve.”
The Newsweek ranking highlights the top 750 RIAs from a pool of more than 15,000 financial advisory firms registered with the SEC. Firms were evaluated on factors such as asset performance, client satisfaction, adviser expertise, service breadth, and conflicts of interest.
Conducted in partnership with Plant-A Insights Group, the evaluation process awarded high scores based on a client-focused approach and comprehensive wealth management solutions. The top-scoring firms earned recognition as America’s Top Financial Advisory Firms 2025.
Crestwood Advisors prides itself on its dedication to offering tailored, holistic wealth management solutions designed to help clients achieve their financial goals.
For more information on the methodology behind Newsweek’s ranking, click here.
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About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $6.7 billion in assets under management as of October 31, 2024. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.
