Crestwood Advisors Revenue and Competitors

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Boston, MA USA



Total Funding



Estimated Revenue & Valuation

  • Crestwood Advisors's estimated annual revenue is currently $9.1M per year.(i)
  • Crestwood Advisors's estimated revenue per employee is $181,600

Employee Data

  • Crestwood Advisors has 50 Employees.(i)
  • Crestwood Advisors grew their employee count by 11% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation

Crestwood Advisors is a Boston-based investment and wealth management firm. Our firm serves the unique needs of individuals, families, foundations and endowments. We take a 360 degree approach to investment management ensuring we are fully understanding of the unique needs and drivers to each engagement. Global, separate account investment management is the foundation to our investment discipline. We utilize individual equities, individual bonds, ETFs, mutual funds (where appropriate) and other vehicles when constructing investment portfolios. Our investment management is supported by a dedicated and experienced research team. Our focus is on delivering thoughtful, risk-adjusted returns that are in line with the tolerances and unique circumstances that each of our clients brings to us. We report investment performance to each of our clients net of investment fees. We complement our investment management with a culture of communication and responsiveness. Crestwood Advisors was founded in 2003.



Total Funding


Number of Employees


Revenue (est)


Employee Growth %





Crestwood Advisors News

2022-04-19 - Intuitive Surgical (NASDAQ:ISRG) Posts Earnings Results, Beats ...

Crestwood Advisors Group LLC now owns 1,116 shares of the medical equipment provider's stock valued at $401,000 after acquiring an additional...

2022-04-17 - NextEra Energy (NYSE:NEE) Announces Earnings Results

Crestwood Advisors Group LLC now owns 9,290 shares of the utilities provider's stock worth $867,000 after acquiring an additional 955 shares...

2022-04-17 - Cambridge Bancorp (NASDAQ:CATC) Declares Quarterly Dividend ...

Crestwood Advisors Group LLC now owns 5,389 shares of the bank's stock worth $504,000 after buying an additional 457 shares in the last quarter.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding