Category: Awards & Recognition

Portland Business Journal released its list of largest Oregon & S.W. Washington Money Management Firms. Coldstream is honored to have ranked #22! We are honored to serve our Oregon clients who have made us part of their financial journey. View the full list of rankings. Disclaimer: This list is compiled based on responses to a [...]

We are proud to be ranked in the 2024 Largest Private Companies in Washington State list from the Puget Sound Business Journal. Coldstream is honored to have ranked #93! 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 [...]

USA Today released their list of Best Financial Advisory Firms of 2024. Coldstream is proud to be ranked #41 in their overall rankings and #14 in their rankings of firms with over $5 billion in AUM. We are honored to help high-net-worth individuals and their families achieve financial peace of mind. View the full list [...]

We’d like to congratulate Kevin Fitzwilson for his recognition in Barron’s 2024 Top Advisors by State Rankings. Kevin is among the top advisors in Washington State this year!  We thank him for his dedication to bringing peace of mind to the individuals and families we serve. Access the full ranking details on Barron’s website here.   Disclaimers [...]

Oregon Business released its 2024 Power Book: Financial Planners list. Coldstream is honored to have ranked #7! We are honored to serve our Oregon clients who have made us part of their financial journey. View the full list of rankings. Disclaimer: This list is compiled based on responses to a survey. Firms are not included [...]

The Puget Sound Business Journal released its rankings for the Fastest-Growing Private Companies in Washington State. Coldstream is honored to be ranked #83! 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 [...]

Forbes released their rankings for America’s Top 100 RIA Firms survey. Coldstream is honored to be ranked #59! 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 25 years. View [...]

Barron’s released their rankings for their 2023 Top 100 RIA Firms survey. Coldstream is honored to be ranked #59. This is Coldstream’s 4th consecutive year ranking in this survey. 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 [...]

Bellevue, WA – March 20, 2023 We’d like congratulate Kevin Fitzwilson for his recognition in Barron’s 2023 Top 1200 Advisor Rankings. Kevin is among the top advisors in Washington State this year!  We thank him for his dedication to bringing peace of mind to the individuals and families we serve. Access the full ranking details [...]