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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2017
- Office Locations
- 6
Office Locations
About Crestwood Advisors
Crestwood Advisors is a Boston-based RIA serving both retail and institutional clients, with an emphasis on business owners and entrepreneurs. The firm provides financial and wealth planning alongside portfolio construction and discretionary asset management, using a mix of ETFs and fixed income complemented by alternatives such as private credit/equity, hedge funds, and real estate. Platform ties include Black Diamond and CAIS, and custody is primarily at Schwab and Fidelity.
Reported data analysis
What the numbers show
Between December 18, 2025 and June 11, 2026, reported AUM increased 14.3%, from $7.0B to $8.0B.
Across 5 reported observations, AUM increased 61.6% between November 14, 2022 and June 11, 2026, from $5.0B to $8.0B.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 56 advisory representatives and 1,129 clients, or 20.2 clients per representative. That equates to $7.1M in reported AUM per client.
The profile lists 6 reported office locations and 9 years in operation. The source data was last updated on June 11, 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
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Crestwood Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL ARTHUR ECKTON
Chief Executive Officer, Partner
- CRD
- #1969077
- Ownership
- Less than 5%
LEAH RACHEL SCIABARRASI
President
- CRD
- #5633349
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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AARON MICAH BELTRAMI
Partner
- CRD
- #2905412
ALEXANDRA MICHELLE BLAKE
Director
- CRD
- #5664489
Showing 2 of 41 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,000,013,936 | $1,196,890 |
| Non-Discretionary | $21,441,282 | $824,665 |
| Total | $8,021,455,218 | $1,195,448 |
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Separately Managed Accounts
SMA allocation detail is available
Crestwood Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Crestwood Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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