Crestwood Advisors, a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, has been included in Worth Media Group’s list of “Top Registered Investment Advisory (RIA) Firms for 2025.”
This prestigious list highlights firms that demonstrate excellence in wealth management, client service and fiduciary responsibility.
“At Crestwood, we pride ourselves on offering tailored advice and innovative strategies that address the unique needs of our clients,” said Crestwood President and Managing Partner Leah R. Sciabarrasi, CFP®. “Our placement on Worth’s list in 2025 – and in years prior – is a testament to the collaborative efforts and dedication across our entire team.”
Crestwood Advisors is committed to exceeding client expectations by providing holistic wealth management solutions tailored to individual financial goals. Through a fiduciary-driven, team-based approach, the firm offers personalized planning, investment strategies, and estate guidance.
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $6.7 billion in assets under management as of Oct. 31, 2024. Founded in 2003, it provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives.
