Crestwood Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

286243

SEC number

801-108983

Firm type

RIA

Assets under management

$8.0B as of Jun 11, 2026

Website

www.focusfinancialpartners.com ↗

Phone

617-523-8880

Address

One Liberty Square, Boston, MA, 02109

Advisors at this firm

40 in our index · page 1 of 1

• Aaron Micah BeltramiCRD 2905412 · Boston, MA
  IA Registered
  Disclosure event(s) on record
• Alexandra Michelle BlakeCRD 5664489 · Westport, CT
  IA Registered
• Susan Cheswick BrewerCRD 4341772 · Darien, CT
  IA Registered
• Donald Jerome ClarkeCRD 2833576 · Providence, RI
  IA Registered
• J Michael CostelloCRD 1928302 · Providence, RI
  IA Registered
• Karin Elizabeth Isherwood CoulterCRD 2685649 · Providence, RI
  IA Registered
• Hilary Nmn ChampagneCRD 7989709 · Boston, MA
  IA Registered
• Alexander DobeckiCRD 7446127 · Boston, MA
  IA RegisteredRegistration inactive
• James Michael DooganCRD 7349422 · Boston, MA
  IA Registered
• Paige Martin EarlsCRD 5876000 · Cornelius, NC
  IA Registered
• Michael Arthur EcktonCRD 1969077 · Boston, MA
  IA Registered
• Paul Louis GaudioCRD 6820698 · Boston, MA
  IA RegisteredRegistration inactive
• Jason David HendricksCRD 5112851 · Darien, CT
  IA Registered
  Disclosure event(s) on record
• Leigh Breitman HurdCRD 2821591 · Boston, MA
  IA Registered
• Kayla Christine HammenCRD 6101021 · Boston, MA
  IA RegisteredRegistration inactive
• John Reid IngramCRD 4434232 · Boston, MA
  IA Registered
• Robert Gilmore IxCRD 1760062 · Boston, MA
  IA Registered
• Ryan Gerard KennyCRD 5552849 · Boston, MA
  IA Registered
  Disclosure event(s) on record
• Alexander Stephen LapointeCRD 5133801 · Boston, MA
  IA Registered
• Elizabeth LawsCRD 8185363 · Boston, MA
  IA Registered
• Brandon LozierCRD 7497648 · Boston, MA
  IA Registered
• Peter R MakoCRD 6943373 · Darien, CT
  IA RegisteredRegistration inactive
• Peter Thurston MaloneCRD 5836463 · Boston, MA
  IA Registered
• Madison Nicole McnamaraCRD 7546457 · Boston, MA
  IA RegisteredRegistration inactive
• Gregory Francis McsweeneyCRD 4685008 · Boston, MA
  IA Registered
• John Ward MorrisCRD 2024822 · Boston, MA
  IA Registered
• Alexander Joseph MatuschakCRD 7905788 · Boston, MA
  IA RegisteredRegistration inactive
• Madison McauliffeCRD 7675513 · Boston, MA
  IA RegisteredRegistration inactive
• Luke Benjamin NeumannCRD 6501422 · Boston, MA
  IA Registered
• Alyson Lynn NickseCRD 4448683 · Boston, MA
  IA Registered
• Timothy Steven ParadisCRD 5220778 · Darien, CT
  IA RegisteredRegistration inactive
• Roberto PalladinoCRD 4613488 · Darien, CT
  IA Registered
• Aidan Christopher ReedCRD 8152776 · Darien, CT
  IA Registered
• Logan RibeiroCRD 6954562 · Boston, MA
  IA RegisteredRegistration inactive
• Leah Rachel SciabarrasiCRD 5633349 · Boston, MA
  IA Registered
• William Frederick SpencerCRD 6695898 · Boston, MA
  IA Registered
• Ryan Ward StanickCRD 7266177 · Boston, MA
  IA RegisteredRegistration inactive
• Alex D SternbergCRD 8156744 · Boston, MA
  IA Registered
• David Pierson TuttleCRD 4341848 · Darien, CT
  IA Registered
• Hillary Rose UrbancicCRD 6091942 · Boston, MA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.