Cresset Asset Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 288566
- SEC number
- 801-110753
- Firm type
- RIA
- Assets under management
- $78.9B as of May 21, 2026
- Website
- www.linkedin.com/company/the-connable-office-inc ↗
- Phone
- 312-429-2400
- Address
- 444 W. Lake Street, Chicago, IL, 60606
Advisors at this firm
154 in our index · page 2 of 4
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Kaitlyn Alyse GrecoCRD 7577705 · Atlanta, GAIA RegisteredRegistration inactive
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Richard Thomas HallCRD 2378759 · Minnetonka, MNIA RegisteredRegistration inactiveDisclosure event(s) on record
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Darci M HawkinsCRD 4325762 · Menlo Park, CAIA RegisteredRegistration inactive
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Jason Patrickobrien HecklerCRD 3273688 · Minnetonka, MNIA RegisteredRegistration inactive
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Renay Helen HendersonCRD 4094429 · Minnetonka, MNIA Registered
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Andrew HuangCRD 4973674 · San Francisco, CAIA RegisteredRegistration inactive
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Brendan Lawrence HungerfordCRD 6526535 · Atlanta, GAIA RegisteredRegistration inactive
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Matthew William HeimCRD 8130634 · Denver, COIA Registered
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Patrick HejlikCRD 5105788 · San Francisco, CAIA RegisteredRegistration inactive
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Allison Bathgate HildCRD 6157873 · Denver, COIA RegisteredRegistration inactive
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Abigail Caso HolmesCRD 6780760 · Reston, VAIA Registered
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David D JacksonCRD 4382666 · Chicago, ILIA Registered
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Dean JacksonCRD 2556318 · Menlo Park, CAIA RegisteredRegistration inactiveDisclosure event(s) on record
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Jordan Christina JewellCRD 6846835 · Houston, TXIA RegisteredRegistration inactive
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Varun JainCRD 7565145 · Menlo Park, CAIA RegisteredRegistration inactive
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Jacob Francis KaitesCRD 7383679 · Scottsdale, AZIA RegisteredRegistration inactive
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Zachary Ambrose KanickaCRD 5940337 · Chicago, ILIA RegisteredRegistration inactive
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David William KarpCRD 2587445 · Reston, VAIA Registered
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Sam KatzmanCRD 4170384 · West Palm Beach, FLIA RegisteredRegistration inactive
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Lina Saba KomanduriCRD 6439600 · Dallas, TXIA RegisteredRegistration inactive
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Corey Alexander KellyCRD 7981994 · Los Angeles, CAIA Registered
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John Michael KlopfensteinCRD 7538120 · West Palm Beach, FLIA Registered
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Kyle Jacob KolbCRD 6733147 · Minnetonka, MNIA Registered
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Gregory Joseph LaughlinCRD 6505530 · Minnetonka, MNIA Registered
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Elizabeth Barrett LawtherCRD 5172363 · Atlanta, GAIA Registered
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David John LegusCRD 5663493 · Naples, FLIA RegisteredRegistration inactive
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Jennifer LamCRD 5487789 · San Francisco, CAIA RegisteredRegistration inactive
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Sophie Angela LeeCRD 6777619 · San Francisco, CAIA Registered
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Suhwan LeeCRD 7561639 · Atlanta, GAIA RegisteredRegistration inactive
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Melissa Ann LongCRD 2817410 · Reston, VAIA RegisteredRegistration inactive
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George Humberto LujanCRD 6721805 · Juneau, AKIA Registered
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Amy Elizabeth MacleodCRD 5658258 · Santa Barbara, CAIA Registered
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Jeanne Marie McgannonCRD 2893173 · New York, NYIA Registered
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William Wesley McmahanCRD 2296464 · Dallas, TXIA Registered
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Shannon E MillerCRD 5330230 · Dallas, TXIA Registered
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Michael Andrew MohrCRD 4387968 · Atlanta, GAIA Registered
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Christopher M MortvedtCRD 7135835 · Scottsdale, AZIA Registered
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Mark Thomas MulvoyCRD 5418319 · Greenwich, CTIA RegisteredRegistration inactive
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Dagny MaidmanCRD 2788869 · Bozeman, MTIA RegisteredRegistration inactive
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Kevin E. McguireCRD 3116439 · Denver, COIA RegisteredRegistration inactive
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Daniel Lee MorganCRD 7731807 · Chicago, ILIA RegisteredRegistration inactive
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Marcel MyszewskiCRD 7478067 · Chicago, ILIA Registered
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Anne Catherine NovakCRD 4929309 · Minnetonka, MNIA Registered
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Andrew O'connellCRD 5913452 · Greenwich, CTIA RegisteredRegistration inactive
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Andrew Alan OhmanCRD 4651040 · Minnetonka, MNIA Registered
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Mark Steven OstroffCRD 1435628 · New York, NYIA Registered
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Joseph C ParkCRD 5761466 · Menlo Park, CAIA Registered
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Heather Leigh PelantCRD 3042529 · San Francisco, CAIA Registered
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Michael David PinckneyCRD 5869126 · Chicago, ILIA Registered
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Amanda Rae PlonskiCRD 5114320 · Reston, VAIA Registered
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.
SEC IAPD record for firm CRD 288566 ↗
FINRA BrokerCheck record for firm CRD 288566 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.