Insights
April 26, 2024
Coldstream Ranks in USA Today’s Best Financial Advisory Firms of 2024
In Awards & Recognition
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 of rankings here.
For more information on the methodology of the survey, please view this pdf.
Related Articles
April 20, 2026
Coldstream Ranks in USA Today’s Best Financial Advisory Firms
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, [...]
December 16, 2025
Coldstream Surpasses $14.05 Billion in Total Client Assets
We are proud to announce that we have surpassed $14.05 billion in total client assets, completing another record year of growth. Our firm’s organic and merger-based growth has exceeded our three-year strategic plan ahead of schedule, which we have accomplished without external capital. Thank you to our wonderful team who made this happen and their [...]
September 5, 2025
PSBJ’s 2025 Best Workplaces in Washington
We are proud to be ranked in the 2025 Best Places to Work in Washington State list from the Puget Sound Business Journal. Coldstream Wealth Management was ranked #16 in the large company category. Thank you to our dedicated employees for making this possible. Here’s to continued growth and success together! Find the full list [...]