Crestwood Advisors Celebrates Recognition by Forbes for Excellence
Crestwood Advisors Recognized by Forbes for Excellence
Boston — Crestwood Advisors, a distinguished investment advisory and wealth management firm, is excited to announce its placement on the prestigious Forbes/SHOOK America’s Top RIA Firms list for the fourth consecutive year. This recognition highlights the firm’s unwavering commitment to delivering exceptional client service and financial guidance.
Annual Growth and Achievement
Crestwood secured the impressive No. 56 position in 2025, advancing from last year's ranking of No. 59. This rise reflects the firm’s continuous growth and dedication to its clients’ financial well-being.
Client Trust as a Cornerstone
Leah R. Sciabarrasi, CFP®, President and Managing Partner of Crestwood, expressed, “Our place on this list is a direct reflection of the trust our clients put in us. We’re honored to be recognized nationally for delivering advice that helps families and institutions achieve lasting financial confidence.”
Understanding the Forbes Ranking Process
The Forbes ranking is compiled by SHOOK Research, which assesses the top 250 registered investment advisors (RIAs) across the United States through thorough qualitative and quantitative measures. This meticulous evaluation takes into account essential factors such as assets under management, revenue growth, compliance records, and the overall quality of client service.
Extensive Evaluation of Advisors
This year, the selection process included more than 50,000 nominations and over 33,000 interviews with advisors and firm leaders, ensuring a fair and comprehensive assessment of each firm’s ability to meet client needs.
Spotlight on Excellence in Wealth Management
Now in its fourth year, the Forbes/SHOOK Top RIA Firms list continues to shine a light on wealth management firms that exemplify excellence. Collectively, the firms on the list manage over $1.9 trillion in assets, showcasing the strength and prowess of the independent advisory space.
Methodology and Transparency
The complete methodology for the ranking is published annually, ensuring transparency and providing insights into the standards required for recognition.
Commitment to Client Service and Transparency
Crestwood Advisors emphasizes that it did not incur any costs for its recognition nor utilized this accolade for marketing purposes. The firm truly values the trust and reliance placed upon it by its esteemed clientele.
About Crestwood Advisors
Founded in 2003, Crestwood Advisors operates as an independent, fee-only wealth management firm with approximately $7.02 billion in assets under management. Their holistic approach combines investment management with financial planning strategies, aimed at assisting high-net-worth individuals and families in prioritizing their financial goals and achieving sustainable wealth.
Future Prospects and Growth
By focusing on relationships and personalized service, Crestwood Advisors aims to further expand its reach while ensuring its clients enjoy financially secure and rewards-driven lives.
Frequently Asked Questions
What is the significance of the Forbes/SHOOK Top RIA Firms list?
The Forbes/SHOOK Top RIA Firms list recognizes the leading registered investment advisors in the U.S., based on rigorous evaluations of performance and service.
How did Crestwood Advisors rank this year?
Crestwood Advisors ranked No. 56 on the Forbes/SHOOK list, showing improvement from last year’s No. 59 position.
Who is the President of Crestwood Advisors?
Leah R. Sciabarrasi, CFP®, serves as the President and Managing Partner of Crestwood Advisors.
What criteria are used to evaluate RIAs for the Forbes ranking?
Criteria include assets under management, revenue growth, compliance records, and client service quality.
How long has Crestwood Advisors been in operation?
Crestwood Advisors has been providing wealth management services since its founding in 2003, focusing on high-net-worth individuals and families.
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