$8.0B Total AUM
$8.0B Disc. AUM
15.9% 3Y CAGR
64 Employees
1,129 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- UnisonAtlas +more
- Established Date
- 01-01-2017
- Office Locations
- 6
Office Locations
101 Dyer Street 4TH FL Providence RI
1020 Boston Post Road Darien CT
23 OLD Kings HWY S Darien CT
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.
Team overview
45 AVG AGE
$143.2M AVG AUM / ADVISOR
$7.1M AVG AUM / CLIENT
4.8 yrs AVG TENURE
64 Employees
56 Advisory Reps
39 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Ridge Quantum Beacon summit Wave value Vector atlas Quantum Ridge capital Vertex summit
Client Personas
Oak prime Quantum beacon
Custodian
Meridian Catalyst timber Matrix Summit
Investment Themes
Vertex unison Eagle Atlas eagle Unison Value summit Momentum signal Harbor ember
Investment Vehicles
Radial Eagle
Platform
Timber radial Wave momentum Vector
Services
Pioneer delta Legacy Frontier ridge Meridian oak Optima ember Pathway focus Focus Insight peak Ember oak
Technology
Unison Alpha eagle Optima pioneer Zenith Ember insight Prime optima Foundation harbor Frontier alpha Zenith delta
Owner & Executives
MICHAEL ARTHUR ECKTON
Chief Executive Officer, Partner
- CRD
- #1969077
- Ownership
- Less than 5%
(483) 283-2455
unison.vertex@focuscapital.com
in linkedin.com/in/vertex-eagle
LEAH RACHEL SCIABARRASI
President
- CRD
- #5633349
- Ownership
- Less than 5%
(838) 436-5334
catalyst.optima@northcapital.com
in linkedin.com/in/legacy-quantum
V
Vector alpha
Matrix meridian
- CRD
- #60942
- Ownership
- 36.6%
(429) 619-8489
vital.focus@valuecapital.com
in linkedin.com/in/wave-quantum
Showing 2 of 3 owners & executives
Unlock allContacts
A
AARON MICAH BELTRAMI
Partner
- CRD
- #2905412
(656) 760-1218
focus.eagle@foundationcapital.com
in linkedin.com/in/frontier-alpha
ALEXANDRA MICHELLE BLAKE
Director
- CRD
- #5664489
(358) 838-3705
alpha.legacy@foundationcapital.com
in linkedin.com/in/wave-signal
P
Pioneer glacier
Pioneer timber
- CRD
- #16514
(768) 531-8853
prime.meridian@catalystcapital.com
in linkedin.com/in/harbor-timber
Showing 2 of 41 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $8,021,455,218
Equity - Exchange:
12.4% Municipal Bonds:
26.1% Corporate - Investment Grade:
13.0% Cash:
14.2% Other:
26.3% U.S. Government/Agency:
8.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $603,921,809 | 12.4% |
| Municipal Bonds | $1,271,158,001 | 26.1% |
| Corporate - Investment Grade | $633,143,832 | 13.0% |
| Cash | $691,587,878 | 14.2% |
| Other | $1,280,898,675 | 26.3% |
| U.S. Government/Agency | $389,626,974 | 8.0% |
| Total | $4,870,337,169 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE CATALYST | PATHWAY QUANTUM | J2O4LZ76B | EBZUA | 1.99% | $21,360,900 |
| DELTA MATRIX DELTA | ATLAS HORIZON | S6577TJ35 | GRLQ | 0.62% | $81,388,554 |
| INSIGHT ZENITH | DELTA HORIZON | 7USKQTG36 | CVR | 6.94% | $82,424,750 |
| LEGACY PEAK | RADIAL FOCUS | 22E088TJU | ELDC | 2.35% | $83,298,372 |
| ZENITH NORTH VALUE | PRIME ALPHA | SSEZG6QOI | UYK | 1.89% | $72,872,678 |
| PEAK SUMMIT SIGNAL | UNISON EAGLE | DZ1CUVNQH | HOMZ | 1.15% | $7,719,267 |
| PEAK EAGLE FOCUS | INSIGHT LEGACY | SY6SEQM3I | AIDGS | 11.62% | $12,594,575 |
| EMBER NORTH ZENITH | RADIAL BRIDGE | E2UG2X02W | WVZ | 11.48% | $56,400,339 |