Insights
December 16, 2025
Coldstream Surpasses $14.05 Billion in Total Client Assets
In Awards & Recognition, Coldstream Happenings
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 dedication to enhancing people’s lives.
Read the full press release here.
Insights Tags
Related Articles
April 24, 2026
Coldstream’s Bike to Work Month
This May, Coldstream will launch its fifth annual “Bike to Work Month,” marking its 17th year for some of our team members. This is no ordinary bicycle challenge: our Bike to Work Month is inclusive of all physical activities, inspiring Coldstreamers to move in whatever ways bring the most joy. We host a wide variety [...]
Contributions from: Anne Marie Stonich, CFP®, CPA
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, [...]
April 13, 2026
Celebrating Coldstream’s 30th Anniversary!
Coldstream got its start in 1996, the same year the Nintendo 64 hit shelves. Hotmail, one of the first web-based email services was launched that year, as was the Palm Pilot. DVDs were introduced in 1996 and Dolly the Sheep became the first mammal to be cloned. “Independence Day” was the top-grossing film, and the [...]