Crestwood Advisors Recognized in Financial Advisor Magazine's 2025 RIA Ranking

Core Insights - Crestwood Advisors has been included in Financial Advisor Magazine's 2025 RIA Ranking, highlighting its dedication and client trust [1][2] - The ranking is based on assets under management (AUM), growth over time, and other firm-reported data, emphasizing the firm's independent status and focus on individual investors [2] - Crestwood's recognition reflects its commitment to client-centered wealth management and the confidence clients have in its tailored strategies [3] Company Overview - Crestwood Advisors is an independent, fee-only wealth management firm with approximately $7.02 billion in assets under management as of December 31, 2024 [4] - Founded in 2003, the firm specializes in investment management and financial planning strategies for high-net-worth individuals and families [4] - The firm aims to help clients identify and prioritize their financial goals to build sustainable wealth for a more secure and purposeful life [4]