Cresset Wealth Advisors

EST. AUM
$88,000,000,000

CONTACTS
65

CLIENT ACCOUNTS
32,894

Firm Details

Metro area Chicago
CRD Number 288566
Website cressetcapital.com
Client types

Overview

Cresset Wealth is a fast-growing, Chicago-based multi-family office and registered investment adviser with offices across the country. The firm has grown primarily through acquiring independent wealth and family office practices, as well as recruiting breakaway advisory teams from broker-dealers and wirehouses. Cresset was founded by entrepreneurs Eric Becker and Avy Stein, who spent decades as private equity investors before building Cresset as a client- and employee-owned multi-family office. The firm now manages approximately $88 billion in assets under management, part of a broader Cresset platform that oversees $260 billion+ in combined assets under management and advisement across its wealth management, institutional consulting, and family office businesses. Cresset invests client assets both through traditional public equity and fixed income managers and through a growing alternatives platform. The firm allocates to private equity, venture capital, hedge funds, private credit, secondaries, direct co-investments, and opportunity zone funds, with alternatives typically representing up to 25% of client portfolios. Cresset also runs its own private investments arm, Cresset Partners, sourcing direct deals and co-investments alongside its external manager allocations. Cresset has grown primarily through acquisition, including CH Investment Partners (2024), The Connable Office (2024), and a strategic combination with Monticello Associates (2025) on the institutional consulting side, following earlier combinations with Berman Capital Advisors (2021) and Meristem (2022).

Platform Details

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cresset Wealth Advisors

Platform Details

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