When was Crest Capital Advisors founded?

Crest Capital Advisors was founded in 2012.

Where is Crest Capital Advisors located?

Crest Capital Advisors is headquartered in San Diego, United States.

How many employees does Crest Capital Advisors have?

As of Apr 30, 2026, the latest employee count at Crest Capital Advisors is 17.

Is Crest Capital Advisors a funded company?

Crest Capital Advisors is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Crest Capital Advisors rank among its competitors?

Crest Capital Advisors ranks 250th amongst 262 active competitors, of which 8 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Rockefeller Capital Management, which secured $622M in Apr, 2023.

Who are the top competitors of Crest Capital Advisors?

Crest Capital Advisors' top competitors include Stonehage Fleming Family & Partners, Iconiq Capital and Silvercrest Asset Management Group. Among them, Rockefeller Capital Management secured the most recent funding round in April, 2023.

Crest Capital Advisors - 2026 Company Profile & Competitors

Company Details

Provider of wealth management, family office, and financial planning services. The firm offers solutions for general partners, corporate executives, and families. Services include prioritizing financial objectives, identifying investment opportunities, and optimizing complex financial situations. The business model represents each client’s personal interests and delivers value.

Website: crestcapadv.com
Social
Phone Number: +1 **********

Key Metrics

Founded Year

2012

Location

San Diego, United States

Stage

Unfunded

Ranked

250^th among 262 active competitors

Employee Count

17 as on Apr 30, 2026

Similar Companies

Stonehage Fleming Family & Partners & 824 more

View Crest Capital Advisors' full profile

Crest Capital Advisors has not raised any funding rounds yet.

Crest Capital Advisors' employee count trend

Crest Capital Advisors has 17 employees as of Apr 26. Here is Crest Capital Advisors's employee count trend over the years:

Employee count trend for Crest Capital Advisors

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Top competitors of Crest Capital Advisors include Stonehage Fleming Family & Partners, Iconiq Capital and Silvercrest Asset Management Group. Here is the list of Top 10 competitors of Crest Capital Advisors, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	65/100
2nd	Iconiq Capital 2011, San Francisco (United States), Unfunded	Provider of investment management and real asset services	-	-	62/100
3rd	Silvercrest Asset Management Group 2001, New York City (United States), Public	Multi family office	-	Vulcan Capital, Rosemont Investment Group	60/100
4th	Cresset Capital Management 2017, Chicago (United States), Unfunded	Venture capital firm focused on multiple sectors	-	-	59/100
5th	Rockefeller Capital Management 1882, New York City (United States), Late Stage	Provider of multi-family office services	$622M	Viking Global Investors, IGM Financial & 2 others	57/100
6th	Wildcat Capital Management 2011, New York City (United States), Unfunded	Provider of wealth management and family office services	-	-	53/100
7th	Pathstone Federal Street 2010, Fort Lee (United States), Series A	Provider of multi family office services	-	Kelso & Company, Lovell Minnick Partners & 1 others	52/100
8th	Bessemer Trust 1907, New York City (United States), Unfunded	Provider of wealth management services	-	-	51/100
9th	Whittier Trust Company 1989, South Pasadena (United States), Unfunded	Provider of multi family office services	-	-	49/100
10th	Pennington Partners 2016, Bethesda (United States), Funding Raised	Provider of investment management services	-	-	49/100
250th	Crest Capital Advisors 2012, San Diego (United States), Unfunded	Provider of wealth management, family office, and financial planning services	-	-	21/100