Best-in-State · rank 6 · Scottsdale, Arizona · listed firm: Cresset Asset Management
Identity & firm
- Firm — Cresset Asset Management (high)
- “firm":"Cresset Asset Management"” — forbes_shook
- Parent company — independent (high)
- “Founded by Clients, for Clients — emphasizes independent firm structure with client/employee ownership (~90% as of April 2026)” — firm_official
- Firm type — independent_ria (high)
- “Registered investment adviser since 2017” — sec_finra_regulatory
- Team name — gap: not_found_after_search
- Team size — gap: not_public
- CRD — 1568653 (high)
- “SEC IAPD Report: Available at https://reports.adviserinfo.sec.gov/reports/individual/individual_1568653.pdf” — sec_finra_regulatory
- Years experience — 35 (high)
- “35+ years working with ultra-high-net-worth families” — firm_official
- Designations — CFP (high)
- “Charles J. Maxwell Jr., CFP®” — firm_official
Book of business
- Team AUM ($M) — 7600 (high)
- “Team Assets (Custodied): $7.6B” — forbes_shook
- Account minimum ($M) — 3 (high)
- “Minimum account size for new business: $3M” — forbes_shook
- Typical client net worth ($M) — 62.5 (high)
- “Typical Net Worth of Relationships: $50-75M” — forbes_shook
- Client niche — entrepreneurs, founders, CEOs, ultra-high-net-worth families (high)
- “Specializes in first generation wealth creators, entrepreneurs, founders, multi-generational business owners, athletes and entertainers” — firm_official
- Custodians — gap: not_public
- Fee model — not_public (high)
- “Cresset's fee structure is not publicly disclosed on their marketing website. The firm directs clients to their Form ADV Part 2A Brochure for detailed fee information.” — firm_official
Positioning & marketing
- Website url — https://cressetcapital.com/about/team/charles-j-maxwell-jr-cfp/ (high)
- “Team Profile Page: https://cressetcapital.com/about/team/charles-j-maxwell-jr-cfp/” — firm_official
- Value proposition (verbatim) — Guiding entrepreneurs and ultra-high-net-worth families toward creating enduring wealth, protecting legacy, and gaining time back. (high)
- “Guiding entrepreneurs and ultra-high-net-worth families toward creating enduring wealth, protecting legacy, and gaining time back.” — firm_official
- Differentiators — True Fiduciary Standards — SEC-regulated independence with fiduciary duty, Exit & Liquidity Planning Expertise — strategies from hundreds of business exits, Direct Access to Institutional Private Investments — private equity, real estate, QOZ (high)
- “True Fiduciary® Standards (registered trademark) — Emphasizes SEC-regulated independence and fiduciary duty to act in clients' best interests” — firm_official
- “Exit & Liquidity Planning Expertise — Positioned uniquely as founded to help entrepreneurs and innovators achieve the outcomes they deserve by applying strategies from hundreds of business exits” — firm_official
- Content marketing — active (high)
- “Blog/Insights Hub: https://cressetcapital.com/articles/ (includes insights, articles, and thought leadership content)” — firm_official
- Has podcast — no (medium)
- “No podcast found in search of Cresset Asset Management or Charlie Maxwell's media presence” — firm_official
- Books published — 0 (medium)
- “No published books found for Charlie Maxwell in search results” — firm_official
- Linkedin url — https://www.linkedin.com/in/charliemaxwell (high)
- “LinkedIn Profile URL: https://www.linkedin.com/in/charliemaxwell” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “Charlie Maxwell maintains an active LinkedIn profile as Co-Founder and Co-Chairman at Cresset Capital Management” — social_or_third_party_db
- Press awards — 2024 Barron's Top 100 Independent Advisors (#48 US), 2025 Barron's Top 1,200 Financial Advisors (#1 Arizona), 2026 Forbes Best-in-State Wealth Advisors (Arizona), Phi Kappa Psi Foundation National Leadership Award (high)
- “2024 Barron's Top 100 Independent Advisors (ranked #48 in US), 2025 Barron's Top 1,200 Financial Advisors (ranked #1 in Arizona), 2026 Forbes Best-In-State Wealth Advisors List (Arizona)” — firm_official
Visual brand
- Has distinct logo — no (high)
- “Charlie Maxwell's team uses only the corporate Cresset logo. No distinct team sub-brand or separate logo exists.” — firm_official
- Logo url — https://cressetcapital.com/wp-content/uploads/2021/06/cresset-logo-header.svg (high)
- Visual brand notes — Restrained serif-and-sans typography, wide white space layouts, landscape headshot portraits, award-logo lockups (Barron's, Forbes) for social proof. (high)
- “Restrained serif-and-sans pairing, wide white space layouts, landscape headshot portraits, award-logo lockups (Barron's, Forbes) used as social proof on homepage” — firm_official
