Cresset

Cresset is a wealth management firm in Stonecrest, GA, located at 3445 Peachtree Rd NE Suite 1400. The firm operates as a family office and private wealth management practice for entrepreneurs, CEO founders, and ultra-high-net-worth families. It holds a 5.00 rating based on customer reviews. Founded by Eric Becker, Avy Stein, and Doug Regan, Cresset was created to address gaps in traditional wealth management, aiming to provide a scaled, owner-aligned model where clients and staff act as fiduciaries. The firm offers access to investment-grade private opportunities and emphasizes institutional memory and long-term stewardship. Its service offerings extend to lifestyle and wellness, family office services, and the production of The Long Game Podcast, which features conversations with leaders focused on generational building. Cresset is recognized by Barron’s and Forbes among top registered investment advisor firms. Barron’s ranked the firm as the number two Top 100 RIA Firms in 2025, following rankings of number three in 2024 and number nine in 2023. Several advisors, including Jon Goldstein and David Karp, have also received individual recognition in Barron’s Top 100 Independent Financial Advisors lists over multiple years. The firm’s leadership includes founders Eric Becker and Avy Stein, alongside CEO Susie Cranston. The firm holds a perfect 5.00 rating from its customers, reflecting a positive reputation among those who have engaged its services. This standing highlights the satisfaction of clients who utilize its comprehensive family office and wealth management capabilities in the Stonecrest area. Cresset combines its extensive family office resources and high client satisfaction to serve the wealth management needs of Stonecrest and surrounding communities.

BizScoreAI gives Cresset a Content Quality score of 100 out of 100, which means the website clearly answers customer questions and provides descriptions that AI assistants can quote directly. The firm also earns a Technical score of 93 out of 100, reflecting a secure and indexable website that search engines can read without errors. Additionally, Cresset ranks number 1 of 7 Wealth Management businesses that BizScoreAI has scored in Stonecrest.