RIA · Independent channel
Cresset
Join Cresset as an established advisor or team within its integrated advisory business.
- Website
- cressetcapital.com
- Regulator record
- CRESSET ASSET MANAGEMENT, LLC (SEC)
Recorded arrivals
4
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
$7.7B
Reported practice assets · 4 of 4 disclosed
Departure assets
$102.5M
Reported practice assets · 1 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
Departures went to
Destination firms, by number of teams
01
1
Arrivals 4
Teams joining Cresset in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Aug 25 | Breakaway | Michael A. Bober, Ettore D. Ventrice, Michael MacDonald, William Marino, Sarah Ponczek, Alex SantosBoca Raton, FL | UBSWirehouses, Banks & BDs | $4.0B | AdvisorHub |
| Jul 30 | Lateral | Cory J. BoggsSanta Barbara, CA | Manchester CapitalRIA | $600M | AdvisorHub |
| Jul 21 | Breakaway | Chris Tiano, Nick SmithLos Angeles, CA New York, NY |
Lazard WealthWirehouses, Banks & BDs | $1.1B | InvestmentNews |
| Feb 26 | Lateral | Heather PelantSan Francisco, CA | Baker Street AdvisorsRIA | $2.0B | Press Release |
Departures 1
Teams leaving Cresset in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| May 21 | Lateral | Travis HenryLos Angeles, CA | Factor CapitalRIA | $102.5MPer Form ADV | AdvisorHub |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.