• AWARDS AND RECOGNITIONS

Awards and Recognitions

Coldstream is honored to receive several national and local designations that demonstrate our commitment to providing the highest level of service to our clients.  We are thankful for the recognition and appreciate our fantastic team that makes coming to work such a pleasure.

  • Financial Advisor Magazine
    2022 Top 50 Fastest Growing Firms

    Coldstream ranks #17 in Financial Advisor Magazine list of Top 50 Fastest Growing Firms.

  • Puget Sound Business Journal
    Top Wealth and Asset Management Firms 

    Coldstream was ranked #5 on the PSBJ list of Top Wealth and Asset Management Firms for 2022.

  • Barron’s
    2021 Top 100 RIA Firms

    Coldstream ranks #72 in Barron’s annual ranking for top 100 RIA firms. We our honored to be on this list for the 2nd year in a row.

  • Financial Advisor Magazine
    2022 Top Registered Investment Advisor

    Coldstream ranks #73 in Financial Advisor Magazine in their 2022 annual RIA rankings. We our honored to be on this list for the 4th year in a row.

  • Puget Sound Business Journal
    2022 Washington’s Best Workplaces

    Coldstream ranked one of the Top 100 Best Workplaces in Washington state. In 2020, Coldstream was named the No. 20 Best Midsize Workplace in Washington.

  • Coldstream Wealth Management ranked as one of the top companies in the Financial Times Top Financial Advisers

    Financial Times
    300 Top Registered Investment Advisers

    Coldstream was named in the 2020 edition of the Financial Times 300 Top RIA’s. We our honored to receive this recognition for the 4th year in a row.