# Crestwood

Crestwood is a RIA based in Boston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Stamford, CT, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** www.crestwoodadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/crestwood

## Regulatory record

- **CRD number:** 286243
- **SEC file number:** 801-108983
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286243

## About

Crestwood is an SEC-registered investment adviser in Boston, MA, registered since 2017. It manages $8.0 billion in regulatory assets, $8.0 billion on a discretionary basis. The firm has 64 employees and 56 investment advisers.

## Sectors

- Wealth Management
- Financial Planning
- Tax Strategy
- Trust & Estate Administration

## Offices

- Dallas, TX, United States

## People

- Susan Cheswick Brewer — Managing Director, Portfolio Manager
- David P. Tuttle — Partner, Portfolio Manager
- Joseph E. Alger — team member
- Kevin E. Behrendt — team member

## Questions

### Who runs investment decisions at Crestwood?

Susan Cheswick Brewer and David P. Tuttle are both Portfolio Managers and serve as Managing Director and Partner respectively (per firm website). The firm's investment decisions are made by a team of credentialed professionals, including CFAs and CFPs, within a collaborative structure.

### What services does Crestwood offer beyond investment management?

Crestwood offers financial planning, tax strategy and coordination, trust and estate administration, and philanthropy and impact planning (per firm website). The firm presents these as integrated services coordinated within one team.

### Does Crestwood disclose its assets under management?

No. Crestwood does not publicly publish an AUM figure. The firm's ADV filings are available via links on its website but are not reproduced in public marketing materials.

### How does Crestwood source its clients?

Crestwood does not publicly describe its client-acquisition model. The firm encourages prospective clients to book in-person appointments or call via its website. It also publishes thought leadership and hosts webinars to attract clients.

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Last updated: 2026-06-03T20:00:00.000Z

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