Breakaway Advisors, discover new opportunities and strategies to maximize your practice’s growth and success. Partner with us to realize your full potential.
Breakaway Advisors, discover new opportunities and strategies to maximize your practice’s growth and success. Partner with us to realize your full potential.
The future of wealth management is with independent firms. Cresset empowers advisors with the freedom to deliver the best solutions, free from big-firm bureaucracy.
Paul Tramontano
Executive Managing Director, Wealth Advisor
New York
Co-Founder and Co-Chairman
Minnetonka
My team and I chose Cresset for the culture, the people, and the freedom to serve clients on our terms.
San Francisco
After interviewing 28 firms, it came down to what was best for our clients. We knew after choosing Cresset we could look them in the eye and say, ‘This is different, this is new, this is in your best interest.’
Erik Ralston
San Francisco
I joined Cresset to deliver truly personalized solutions. It’s exciting to be entrepreneurial and grow with a firm that offers a powerful platform to serve clients at the highest level.
Sarah Burney
Denver
I built a successful wealth management business but felt trapped in the grind of operations and compliance. Partnering with Cresset allowed me to return to my passion for serving clients, and four years later, I have zero regrets.
David W. Karp
Co-Founder and Senior Managing Director
Washington D.C.
Leaving a large bank for Cresset was a no-brainer for our team. The standout ownership structure—65% employee-owned and 35% client-owned—aligns our interests and drives us all to succeed together.
Chris Chase
Managing Director, Wealth Advisor
San Francisco
Joining Cresset empowered me to serve larger, more complex families with tailored solutions like estate planning and governance, while also helping me grow as an advisor and deliver even more value to clients.
Wen Nottebohm, CFP®
Managing Director, Wealth Advisor
Atlanta
I joined Cresset to help build a 100-year firm—because long-term commitment matters, not just for our team, but most importantly for our clients.
Justin Berman
Co-Founder and Co-Chairman
Atlanta
At Cresset, we are dedicated to elevating advisory teams and ultra-high-net-worth families through our independent and comprehensive approach to wealth management.
*Less than 10% strategic partner-owned
At Cresset, broad ownership is a fundamental principle. Every employee is a shareholder and is held to the fiduciary standard, reflecting our unwavering commitment to align with our clients’ best interests.
Cresset offers a comprehensive suite of family office services, providing Advisors and clients with access to a vast team of dedicated professionals from banking and lending to bill pay services and more.
Avy Stein and Eric Becker founded Cresset after longstanding careers as private equity executives. Today, we offer our clients direct access to curated, institutional-quality private investments.
Cresset hosts exclusive events to connect our clients with other like-minded clients and individuals. Past guest speakers include Lindsey Vonn, Ray Dalio, and Eric Schmidt, among others.
Contact our Advisor Lift-Out Team to discuss next steps.
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Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.
Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/8/24 for data as of 6/30/24. Cresset paid no application fee to participate.
Cresset was built by clients, for clients. Our leadership team combines deep experience with creative strategies to serve in the best interests of our advisors and clients. Together, they lead Cresset’s efforts to redefine wealth management and set new industry standards. With over $60 billion in assets under management, Cresset is frequently recognized as a top advisory firm by Barron’s and Forbes.
Breakaway advisors are leaving wirehouses for RIAs to gain more autonomy and flexibility in serving their clients without the constraints of a large corporate structure. They are also drawn to the fiduciary model, which allows them to prioritize clients’ best interests over selling proprietary products.
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Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.
