CRESTWOOD ADVISORS GROUP, LLC
Legal name: CRESTWOOD ADVISORS
CRD #286243 SEC #801-108983 BOSTON, MA 617-523-8880
SEC Registered
Total AUM
$7B
Discretionary
$6.8B
Employees
61
Clients
251
Accounts
5,862
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $7B | $6.8B | $194.7M | 61 | 0 |
| Mar 2025 | $7B | $6.8B | $194.7M | 61 | 0 |
| Mar 2024 | $5.7B | $5.6B | $45.6M | 57 | 0 |
| Mar 2024 | $5.7B | $5.6B | $45.6M | 57 | 0 |
| Sep 2023 | $4.1B | $4B | $20.8M | 43 | 0 |
| Sep 2023 | $4.1B | $4B | $20.8M | 43 | 0 |
| Mar 2023 | $4.1B | $4B | $20.8M | 43 | 0 |
| Nov 2022 | $5B | $4.9B | $62M | 42 | 0 |
| Nov 2022 | $5B | $4.9B | $62M | 42 | 0 |
| Apr 2022 | $5B | $4.9B | $62M | 42 | 0 |
| Mar 2022 | $5B | $4.9B | $62M | 42 | 0 |
| Mar 2022 | $5B | $4.9B | $62M | 42 | 0 |
| Jul 2021 | $4B | $3.9B | $78.9M | 39 | 0 |
| Mar 2021 | $4B | $3.9B | $78.9M | 39 | 0 |
| Mar 2021 | $4B | $3.9B | $78.9M | 39 | 0 |
| Jun 2020 | $3.3B | $3.2B | $78.5M | 36 | 0 |
| Mar 2020 | $3.3B | $3.2B | $78.5M | 36 | 0 |
| Jul 2019 | $3B | $3B | $44M | 35 | 0 |
| Apr 2019 | $2.6B | $2.6B | $26.9M | 30 | 0 |
| Mar 2019 | $1.8B | $1.8B | $9.3M | 24 | 0 |
| Aug 2018 | $1.8B | $1.8B | $21.8M | 24 | 0 |
| Aug 2018 | $1.8B | $1.8B | $21.8M | 24 | 0 |
| Mar 2018 | $1.8B | $1.8B | $21.8M | 23 | 0 |
| Sep 2017 | $1.5B | $1.4B | $82.8M | 24 | 300 |
| Jul 2017 | $1.5B | $1.4B | $82.8M | 24 | 300 |
| Mar 2017 | $1.5B | $1.4B | $82.8M | 22 | 300 |
| Jan 2017 | $1.5B | $1.4B | $82.8M | 22 | 300 |
DateDec 2025
Total AUM$7B
Discretionary$6.8B
Non-Disc.$194.7M
Employees61
Clients0
DateMar 2025
Total AUM$7B
Discretionary$6.8B
Non-Disc.$194.7M
Employees61
Clients0
DateMar 2024
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$45.6M
Employees57
Clients0
DateMar 2024
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$45.6M
Employees57
Clients0
DateSep 2023
Total AUM$4.1B
Discretionary$4B
Non-Disc.$20.8M
Employees43
Clients0
DateSep 2023
Total AUM$4.1B
Discretionary$4B
Non-Disc.$20.8M
Employees43
Clients0
DateMar 2023
Total AUM$4.1B
Discretionary$4B
Non-Disc.$20.8M
Employees43
Clients0
DateNov 2022
Total AUM$5B
Discretionary$4.9B
Non-Disc.$62M
Employees42
Clients0
DateNov 2022
Total AUM$5B
Discretionary$4.9B
Non-Disc.$62M
Employees42
Clients0
DateApr 2022
Total AUM$5B
Discretionary$4.9B
Non-Disc.$62M
Employees42
Clients0
DateMar 2022
Total AUM$5B
Discretionary$4.9B
Non-Disc.$62M
Employees42
Clients0
DateMar 2022
Total AUM$5B
Discretionary$4.9B
Non-Disc.$62M
Employees42
Clients0
DateJul 2021
Total AUM$4B
Discretionary$3.9B
Non-Disc.$78.9M
Employees39
Clients0
DateMar 2021
Total AUM$4B
Discretionary$3.9B
Non-Disc.$78.9M
Employees39
Clients0
DateMar 2021
Total AUM$4B
Discretionary$3.9B
Non-Disc.$78.9M
Employees39
Clients0
DateJun 2020
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$78.5M
Employees36
Clients0
DateMar 2020
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$78.5M
Employees36
Clients0
DateJul 2019
Total AUM$3B
Discretionary$3B
Non-Disc.$44M
Employees35
Clients0
DateApr 2019
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$26.9M
Employees30
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.3M
Employees24
Clients0
DateAug 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$21.8M
Employees24
Clients0
DateAug 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$21.8M
Employees24
Clients0
DateMar 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$21.8M
Employees23
Clients0
DateSep 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$82.8M
Employees24
Clients300
DateJul 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$82.8M
Employees24
Clients300
DateMar 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$82.8M
Employees22
Clients300
DateJan 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$82.8M
Employees22
Clients300