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      Cresset

      Engaged employer

      Cresset Reviews

      4.0

      67% would recommend to a friend

      (42 total reviews)
      avatar

      Eric Becker and Avy Stein

      69% approve of CEO

      65% positive business outlook

      Cresset has an employee rating of 4.0 out of 5 stars, based on 42 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Cresset employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

      Reviews by job title

      42 reviews
      1.0
      30 Apr 2026

      Great coworkers, but management and HR fall short

      Director
      Recommend
      CEO approval
      Business outlook

      Pros

      Day to Day people you work with are great

      Cons

      Upper Management and HR are absolutely horrible. There don't abide by the rules the first put into place and the environment is becoming more like a bank than a white gloved service to client.

      2.0
      24 Apr 2026

      Beware- unstable environment.

      Associate director
      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.

      5.0
      5 Sept 2025

      Great company

      Financial advisor
      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.

      Viewing 1 - 3 of 42 Reviews
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      ReviewsCresset reviews

      Glassdoor has 47 Cresset reviews submitted anonymously by Cresset employees. Read employee reviews and ratings on Glassdoor to decide if Cresset is right for you.