Unlock New Possibilities
as a Breakaway Advisor

Breakaway Advisors, discover new opportunities and strategies to maximize your practice’s growth and success. Partner with us to realize your full potential.

Unlock New Possibilities
as a Breakaway Advisor

Breakaway Advisors, discover new opportunities and strategies to maximize your practice’s growth and success. Partner with us to realize your full potential.

Why Advisors Choose Cresset

Why Cresset?

At Cresset, we are dedicated to elevating advisory teams and ultra-high-net-worth families through our independent and comprehensive approach to wealth management.

Play Video about Why Cresset Advisors Reasons
Strong Alignment

60% Employee Owned¹
30% Client Owned

*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.

Family Office Services

60+ Person
Family Office team

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.

Investment Platform

Rooted in
Private Investing

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.

Peer To Peer

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. 

Schedule a Call

Contact our Advisor Lift-Out Team to discuss next steps.

How do you prefer we contact you?
Check all that apply:

By providing your email address and/or phone number and selecting opt in as applicable, you consent to receive messages via email and/or SMS (text) as applicable from Cresset regarding your inquiry. Message and data rates may apply and you may opt-out by replying “STOP” to any of our messages. View our Privacy Policy.

$ 0 B+ Family Office

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.

Forbes Top RIA Firms 2024

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.

Our Leadership Team

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. 

Eric Becker
Founder and Co-Chairman

Avy Stein
Founder and Co-Chairman

Susie Cranston
President and COO

Our Values

Become An Owner

Cresset is 65% employee owned and 35% client owned. We’re only beholden to success.
Cultivate Curiosity Icon

Cultivate Curiosity

Flourish in an open, collaborative environment that thrives on communication and optimistic energy.

Empower Diversity

Foster a diverse and inclusive environment focused on talent, creativity, and growth.
Innovate Faster Icon

Innovate Faster

Enjoy the confidence to question conventional thinking while building a long term legacy.

Frequently
Asked Questions

A breakaway advisor, also known as an advisor lift-out, refers to a financial advisor or group of advisors leaving a larger firm, like a wirehouse or bank, to join or establish an independent practice. This move is often driven by the desire for greater control, flexibility, and the ability to offer more personalized services.
Registered Investment Advisors (RIAs) are independent advisors focused on personalized, fiduciary-based financial advice. Big banks offer a wide range of financial services, including wealth management, but may prioritize selling other products. Wirehouses are large firms that provide advisory services but often have potential conflicts between client needs and company goals.

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.

In The News

Cresset Announces Minority Investment from Constellation Wealth Capital

Cresset Announces Minority Investment from Constellation Wealth Capital

Jessica Malkin Chief Growth Officer

Cresset Names Jessica Malkin as Chief Growth Officer

Cresset to Acquire CH Investment Partners

Cresset Acquires CH Investment Partners, Expands into Key Markets in Dallas, Tulsa, and Charlotte

Barron's Top RIA Firm 2024

Cresset Ranks #3 in Barron’s List of the Top 100 RIA Firms