Insights

April 20, 2026

Coldstream Ranks in USA Today’s Best Financial Advisory Firms

In Awards & Recognition

We’re proud to announce that Coldstream Wealth Management was named #55 on the list of the Best Financial Advisory Firms 2026 from USA TODAY and Statista, ranking #27 by AUM over $5 billion.
This ranking evaluates 1,000 RIA firms, based on client recommendations, industry peer reviews, and AUM development.

This achievement reflects our relentless dedication, hard work, and the incredible support from our amazing community. We are thankful to have a team dedicated to bringing our clients peace of mind, and honored to serve the families and individuals who have entrusted us with their wealth management needs for over 30 years.

View the full list of rankings here.

Disclaimer: This list is compiled based on responses to a survey. Firms are not included if they do not respond to the survey. View our disclosures here.

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