Cresset Advisors Jon Goldstein, David Karp, Paul Tramontano, Dagny Maidman, Charlie Maxwell, James Robbins, and Wen Nottebohm also named to Barron’s list of the Top 100 Independent Advisors for 2025
CHICAGO – Sept. 15, 2025 — Cresset Asset Management climbed to the #2 spot on Barron’s Top 100 RIA Firms list for 2025, up from #3 in 2024, and #9 in 2023. Barron’s also named Cresset Advisors Jon Goldstein (#3), David Karp (#7), Paul Tramontano (#15), Dagny Maidman (#25), Charlie Maxwell (#39), James Robbins (#46 ), and Wen Nottebohm (#71) to its 2025 list of the Top 100 Independent Advisors.
“We are honored to be recognized by Barron’s as one of the top RIA firms in the nation. It’s enormously gratifying to be acknowledged for our commitment to helping entrepreneurs and ultra-high-net-worth families create enduring wealth and legacies that last,” said Susie Cranston, President of Cresset. “We are equally honored to have so many of our amazing advisors recognized among the top advisors in the nation.”
Barron’s annual ranking of the Top RIA Firms is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. View the full 2025 lists of Barron’s Top 100 RIA Firms and Barron’s Top 100 Independent Advisors.
*Disclosures related to awards, recognitions, and rankings available here.
Advisors Jon Goldstein, David Karp, Paul Tramontano, Dagny Maidman, Charlie Maxwell, James Robbins, and Wen Nottebohmwere recognized as Top Financial Advisers by Barron’s for the year ending June 30, 2025. Rankings are developed by Barron’s using a proprietary survey. Cresset paid no application fee to participate.
Cresset was recognized as a Top RIA by Barron’s for 2025 on Sept. 12, 2025. Rankings are based on a proprietary survey used by Barron’s. Cresset paid no application fee to participate.
About Cresset
Cresset is an independent, award-winning multi-family office and private investment firm with more than $70 billion in assets under management (as of 7/1/25). Cresset serves the unique needs of entrepreneurs, CEO founders, wealth creators, executives, and partners, as well as high-net-worth and multi-generational families. Our goal is to deliver a new paradigm for wealth management, giving you time to pursue what matters to you most.
https://cressetcapital.com/disclosures/