Great company - Financial Advisor Cresset Employee Review

5.0
5 Sept 2025
Recommend
CEO approval
Business outlook

Pros

Fast paced culture at a rapidly growing company. Excellent benefits and great place to work. Size has created great investment opportunities.

Cons

Many advisors have clients of very different AUM levels.

Explore other reviews about Cresset

5.0
5 Sept 2025
Recommend
CEO approval
Business outlook

Pros

Great environment to work in

Cons

Fast deadlines and rapid growth

2.0
24 Apr 2026
Recommend
CEO approval
Business outlook

Pros

In the beginning, when the company was still new and relatively small, it had great benefits and seemed to care about development. The hybrid policy was great and most of the people were amazing to work with.

Cons

The don’t actually have a real HR team. There’s an attempt at “development” but wit recent new leadership and an attempt to maximize shareholder value, there are layoffs and cuts disguised as PIPs- that come out of nowhere. With no action items listed to improve. A strange place to work, to say the least. Most people feel on edge and stressed. The espouse “amazing culture” and yet everyone lives in the dark about what’s happening. If you want a future as an advisor there, prepare to find and source your own clients. And prepare to be fired if you don’t.

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