Wealth Manager
    SEC Registered
    Manages Private Funds

    Cresset Asset Management, LLC

    Registered investment advisor · Chicago, Illinois · CRD #288566

    Assets Under Management
    $78.9B
    Client Accounts
    32,894
    Employees
    496
    CRD Number
    288566
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Pershing Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cresset Asset Management, LLC

    Cresset Capital is an independent multi-family office and private wealth management firm founded by Eric Becker and Avy Stein. The firm specializes in serving ultra-high-net-worth families, entrepreneurs, executives, and private equity partners across the nation. With over $235 billion in assets under management, Cresset has been recognized as a top registered investment advisor by Barron’s and Forbes. The firm operates with a commitment to True Fiduciary® standards, emphasizing transparency and

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Cresset Asset Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Cresset Asset Management, LLC's AUM?

    Cresset Asset Management, LLC reports approximately $78.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cresset Asset Management, LLC headquartered?

    Cresset Asset Management, LLC is headquartered in Chicago, Illinois.

    What is Cresset Asset Management, LLC's CRD number?

    Cresset Asset Management, LLC's CRD number is 288566. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cresset Asset Management, LLC manage?

    Cresset Asset Management, LLC manages approximately 32,894 client accounts according to its latest SEC filing.

    Is Cresset Asset Management, LLC SEC registered?

    Yes, Cresset Asset Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Illinois

    Northern Trust Investments, Incorporated
    Chicago, IL · $1.2T AUM
    Invesco Capital Management LLC
    Downers Grove, IL · $941B AUM
    Envestnet Pmc
    Chicago, IL · $614.9B AUM
    First Trust Advisors LP
    Wheaton, IL · $309.2B AUM
    L&g - Asset Management, America
    Chicago, IL · $267.2B AUM
    Cetera Investment Advisers LLC
    Schaumburg, IL · $256.8B AUM
    See all top RIA firms in Illinois →

    Research firms like Cresset Asset Management, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial