Crewe Advisors
Crewe Advisors is an SEC-registered investment advisor providing private wealth management, tax, and estate planning services to ultra-high-net-worth individuals, business owners, and corporate executives, managing approximately $3.3 billion in AUM as of 2026.
- Company typePrivate
- Founded2015
- HeadquartersSalt Lake City, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Crewe Advisors does
Crewe Advisors is an SEC-registered investment advisor founded in 2015 by Managing Partner Ryan Halliday and headquartered in Salt Lake City, Utah, with a secondary office in Scottsdale, Arizona. The firm provides private wealth management and investment advisory services to ultra-high-net-worth individuals and families, business owners, and corporate executives, with specialized offerings in tax optimization (QSBS, NUA, F-reorganization planning), estate and trust planning, retirement planning including SECURE Act 2.0 analysis, charitable giving structures (DAFs, CRTs, private foundations), and equity compensation planning. As of 2026, the firm manages approximately $3.3 billion in assets under management. Crewe Advisors operates alongside its wholly owned affiliated broker-dealer, Crewe Capital, LLC, an SEC-registered, FINRA/SIPC member firm providing investment banking services, allowing the two entities to deliver combined wealth management and capital markets services to clients.
Crewe Advisors firmographics
Firmographics- Name
- Crewe Advisors
- Legal name
- Crewe Advisors LLC
- Website
- https://creweadvisors.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Crewe Advisors is an SEC-registered investment advisor providing private wealth management, tax, and estate planning services to ultra-high-net-worth individuals, business owners, and corporate executives, managing approximately $3.3 billion in AUM as of 2026.
- Ownership category
- akta.pro rank
Crewe Advisors industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
- akta.pro secondary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
Keywords
Where Crewe Advisors is headquartered
LocationHeadquarters
- HQ city
- Salt Lake City
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Crewe Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Investment Advisory Services: Crewe Advisors provides investment advisory services including private wealth management to clients. Revenue is generated through advisory fees, likely based on assets under management (AUM) given the firm's RIA status.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Crewe Advisors product offering
Product offeringCore offering
Crewe Advisors is an SEC-registered investment advisor that provides private wealth management, investment advisory, estate and trust planning, tax optimization, retirement planning, and charitable giving strategy services to ultra-high-net-worth individuals and families. Its affiliated broker-dealer, Crewe Capital, LLC, provides investment banking services. The firm manages approximately $3.3 billion in assets under management from offices in Salt Lake City and Scottsdale.
Product overview
Crewe Advisors is a Utah-based registered investment advisor providing private wealth management and investment advisory services to high-net-worth individuals, families, corporations, institutions, endowments, and foundations. The firm operates in conjunction with its affiliated broker-dealer, Crewe Capital, LLC, which is a registered broker-dealer and FINRA/SIPC member providing investment banking services. The two entities work together to offer comprehensive financial services including wealth management, investment advisory, and investment banking to their clients. The firm has offices in Salt Lake City, Utah and Scottsdale, Arizona, and manages approximately $3.3 billion in assets under management as of 2026.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Wealth Management Private wealth management and investment advisory services provided by Crewe Advisors, an SEC-registered investment advisor, to ultra-high-net-worth individuals, families, corporations, institutions, endowments, and foundations. Includes portfolio management and coordinated financial planning across investments, taxes, estates, retirement, and philanthropy.
- Estate and Trust Planning Estate and trust planning services for ultra-high-net-worth clients, including multi-generational wealth transfer strategies, integrated with the firm's wealth management offering.
- Tax Planning and Optimization Tax optimization strategies for ultra-high-net-worth clients, including specialized planning such as Qualified Small Business Stock (QSBS), Net Unrealized Appreciation (NUA), and F-reorganization planning.
- Charitable Giving Strategies Charitable giving strategies for ultra-high-net-worth clients, including donor-advised funds (DAFs), charitable remainder trusts (CRTs), and private foundation planning.
- Investment Banking Services Investment banking services provided by Crewe Capital, LLC, a wholly owned affiliated registered broker-dealer with the SEC, member of SIPC and FINRA, supporting client transactions and corporate advisory needs.
Companies that use Crewe Advisors
Customer profileSegments3 records
Ideal customer profiles3 records
Crewe Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Crewe Advisors partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights6 records
Crewe Advisors competitors and assessment
Company assessmentBroad incumbents
- Edelman Financial Engines: National RIA with broad HNW/UHNW wealth management and financial planning offerings; serves a wider audience but overlaps materially in planning-led advice for affluent households.
- RBC Wealth Management (US): Large bank-affiliated wealth manager serving HNW/UHNW clients across the US; competes in the same Western US footprint and offers comparable advisory and planning services.
- Goldman Sachs Personal & Workplace Solutions: Bank-affiliated UHNW/HNW wealth advisory arm offering investment management, planning, and banking services; competes for the largest Crewe client relationships with institutional credibility and product breadth.
Direct peers
- Bessemer Trust: One of the largest UHNW-focused multi-family offices in the US, providing investment advisory, estate, and tax planning services; represents a scaled benchmark in Crewe's target segment.
- Aspiriant: UHNW-focused fee-only RIA with offices across major US metros; competes head-to-head with Crewe for the same ultra-affluent client segment with sophisticated planning needs.
- Cresset Capital: Multi-family-office-style RIA serving UHNW families with integrated wealth management and investment banking capabilities; highly comparable operating model and client profile to Crewe.
- Mercer Advisors: PE-backed (Oak Hill) RIA serving UHNW/HNW clients with comprehensive wealth management and financial planning; comparable in scale, sponsor-backed growth strategy, and UHNW focus to Crewe Advisors.
- Mariner Wealth Advisors: Large PE-backed (Bridgepoint/PSP/Genstar) RIA offering wealth advisory and investment banking to UHNW clients nationally; direct comparable as a sponsor-backed roll-up targeting the same UHNW segment.
Emerging players
- CAPTRUST: PE-backed RIA serving both institutional and HNW clients with investment advisory and retirement plan services; comparable in scale and sponsor-backed growth trajectory to Crewe.
- Focus Financial Partners: RIA aggregator/consolidator providing capital and infrastructure to partner firms; relevant as both a strategic alternative to Crewe's own sponsor-backed model and as an acquirer of similar boutique RIAs.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Crewe Advisors social profiles
Digital presenceCrewe Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Crewe Advisors leadership team
Management profileNumber of profiles
Profiles3 records
Crewe Advisors subsidiaries and ownership
Company hierarchySubsidiaries1 record
Crewe Advisors funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Crewe Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Crewe Advisors
What does Crewe Advisors do?
Crewe Advisors is an SEC-registered investment advisor that provides private wealth management, investment advisory, estate and trust planning, tax optimization, retirement planning, and charitable giving strategy services to ultra-high-net-worth individuals and families. Its affiliated broker-dealer, Crewe Capital, LLC, provides investment banking services. The firm manages approximately $3.3 billion in assets under management from offices in Salt Lake City and Scottsdale.
Is Crewe Advisors a public or private company?
Crewe Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Crewe Advisors founded?
Crewe Advisors was founded in 2015. It employs 11 to 50 people.
Where is Crewe Advisors based?
Crewe Advisors is headquartered in Salt Lake City, United States, in the North America region.
How does Crewe Advisors make money?
One revenue line is on record: investment Advisory Services.
Who are Crewe Advisors's main competitors?
Broad incumbents on record are Edelman Financial Engines, RBC Wealth Management (US) and Goldman Sachs Personal & Workplace Solutions. Direct peers are Bessemer Trust, Aspiriant, Cresset Capital, Mercer Advisors and Mariner Wealth Advisors. Emerging players are CAPTRUST and Focus Financial Partners.
Does Crewe Advisors have an API?
No public API is recorded for Crewe Advisors.
What industry is Crewe Advisors in?
Crewe Advisors's product category is Private Wealth Management. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions), with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 523940 and its SIC code is 6282.