Boutique RIA Achieves $5 Billion in AUM, Exclusively Through Organic Growth, White-Glove Service & Personalized Financial Solutions

LAKE FOREST, Ill., April 24, 2025 /PRNewswire/ -- Crescent Grove Advisors, an employee-owned boutique wealth management firm that combines institutional sophistication with intensely personal service, is proud to mark 10 years of dedicated service to its clients. Since its founding in 2015, the firm has remained steadfast in its mission to deliver white-glove client service and the specialized guidance clients need to build and sustain lasting wealth.

"This milestone brings immense joy and pride to our entire team," said Gregg George, J.D., LL.M., Managing Director and Senior Client Advisor at Crescent Grove Advisors. "Reaching this point is a testament to the meaningful impact we've had on our clients' lives. We're excited to continue partnering with clients and their families for many years to come, empowering them to achieve their financial well-being and protect their legacies."

Crescent Grove Advisors simplifies the complexities of ultra-high-net-worth and multi-generational wealth—including both current and emerging wealth—by offering differentiated family office solutions and services. The firm's integrated team of experts across investments, tax, estate planning, and philanthropy have worked together for decades, providing continuity and deep institutional knowledge for clients. Powering the firm's commitment to client service, the team maintains a deliberately low client-to-advisor ratio to build trust in relationships and empower advisors to deliver personalized counsel.

Mr. George, along with Dave Keevins, Nick Kochanski, and Mitch Prosk, founded Crescent Grove Advisors in April 2015 after working together as a team for over 20 years. Together, they brought their unique vision for independent advice to market and grew the firm more than threefold in its first decade of operation—entirely through organic growth. Today, Crescent Grove Advisors has 35 employees and approximately $5 billion in assets under management.

As part of Crescent Grove's efforts to strengthen and customize clients' financial journeys as much as possible, the firm has continually expanded its range of offerings, tools, and strategies. In August 2023, Crescent Grove established an affiliated alternative investment firm, Barrett Upton Capital Partners, LLC (https://barrettupton.com/), to give high-net-worth and institutional investors turnkey access to private market investment opportunities.

"What has been most gratifying is to see our Investment Committee's overarching investment philosophy play out—creating a high conviction platform that participates in market upswings while also protecting capital in downturns," said Dave Keevins, MBA, Co-Chief Investment Officer and Senior Client Advisor. "And now, with the addition of Barrett Upton, we have taken our private-market capabilities to a new level, giving clients access to alternative assets previously unavailable to them. The growth in our AUM is reflective of our attractive platform offerings and long-term client satisfaction."

Recently, Crescent Grove accelerated its growth plans by welcoming 25+ year family office and wealth management veteran Adam Lieb as Chief Business Development Officer. He will draw on his wide-ranging expertise and network to fuel strategic growth.

"We consistently look for new ways to help our clients get to where they need to be, and where they want to go," said Nick Kochanski, CFA, MBA, Managing Director, Chief Financial Officer, and Senior Client Advisor. "Over the past 10 years, we've achieved remarkable milestones entirely through organic growth, avoiding firm and advisor acquisitions, which could disrupt our culture and client-first focus. Our strategic investments in technology and building high-touch, lasting relationships have positioned us to deliver advice and capabilities that rival much larger firms, all while maintaining the personalized, concierge-style experience that defines our loyal and collegial culture."

About Crescent Grove Advisors
Crescent Grove Advisors is a boutique wealth management firm that combines institutional sophistication with intensely personal service. The team delivers family office services to a broader range of current and emerging wealth through specialized solutions—ranging from investment research and allocation to tax planning and preparation to compensation and benefits reviews, as well as estate and trust planning, philanthropic guidance, insurance reviews, and multi-generational education. Our advisors understand how each of these areas is related to one another in the context of a client's overall financial plan, which enables them to act quickly and proactively when issues are identified.

We partner with clients, presenting them with thoughtful solutions and working with them to choose a path forward. As part of our white-glove client service, our advisors also work closely with clients' external providers to set overarching strategies and manage the flow of information. Based in Lake Forest, Ill., with additional offices in Milwaukee and Atlanta, Crescent Grove Advisors has approximately $5 billion in assets under management. To learn more, please visit CrescentGroveAdvisors.com. 

Media Contacts
Alexandra Shafer / Madison Vance
JConnelly for Crescent Grove Advisors
crescentgrove@jconnelly.com
973-934-5100 / 973-349-8239

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SOURCE Crescent Grove Advisors