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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-10-2017
- Office Locations
- 29
Office Locations
About Cresset Asset Management, LLC
Cresset Asset Management is a private wealth management and family office firm serving individuals and families with complex finances. It provides holistic planning and investment management, including estate planning and philanthropy support, with a focus on preserving and transferring wealth across generations. Cresset is frequently recognized by Barron’s and Forbes (including 2025 Forbes Top RIA Firms).
Reported data analysis
What the numbers show
Between October 29, 2025 and May 21, 2026, reported AUM increased 9.8%, from $71.9B to $78.9B.
Across 5 reported observations, AUM increased 243.7% between November 15, 2022 and May 21, 2026, from $23.0B to $78.9B.
Of the latest reported AUM, 97.7% is discretionary and 2.3% is non-discretionary.
The firm reports 187 advisory representatives and 4,924 clients, or 26.3 clients per representative. That equates to $16.0M in reported AUM per client.
The profile lists 29 reported office locations and 9 years in operation. The source data was last updated on May 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
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The full Cresset Asset Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JACK ALAN ABLIN
Chief Investment Strategist, EXECUTIVE MANAGING DIRECTOR, Founding Partner
- CRD
- #4359773
- Ownership
- Less than 5%
JOHN PETER AMBOIAN
Board of Directors, Chairman, DIRECTOR, Vice President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 14 owners & executives
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Brooks Michael Allen
--
- CRD
- #7913506
Savannah Andersen
Advisor, Head of Strategy, Managing Director
- CRD
- #7126876
Showing 2 of 205 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,154,210,754 | $2,427,149 |
| Non-Discretionary | $1,782,053,206 | $1,611,260 |
| Total | $78,936,263,960 | $2,399,716 |
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Separately Managed Accounts
SMA allocation detail is available
Cresset Asset Management, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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Cresset Asset Management, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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