Coldstream Financial Achieves Remarkable Growth Surpassing $14 Billion in Client Assets

Coldstream Surpasses $14.05 Billion in Total Client Assets

Coldstream Financial recently announced an impressive milestone, achieving over $14.05 billion in total client assets after experiencing a remarkable growth rate of over 30% in just one year. This achievement marks another record year for the firm, which has been committed to delivering exceptional financial services without relying on external capital

Key Highlights from 2025

The growth figures are staggering: Coldstream's total client assets have grown from $10.8 billion at the end of 2024 to a remarkable $14.05 billion by September 30, 2025. In addition to this financial progress, the firm’s workforce has expanded significantly, with a total of 227 full-time employees, reflecting a 13.5% increase from the previous year. This growth is a testament to Coldstream’s commitment to providing exemplary client service while fostering a supportive work environment for its employees.

Strategic Growth Initiatives

One of the defining strategies behind Coldstream’s growth has been its focus on organic expansion, along with its successful mergers with other reputable firms. For instance, the firm enhanced its capabilities by acquiring Cable Hill Partners, a $2 billion Registered Investment Advisor (RIA) based in Portland, Oregon. This merger strengthens Coldstream's presence in the Pacific Northwest, enabling them to provide enhanced retirement plan services for institutional clients.

Earlier in the year, Coldstream also merged with HBC Financial Services, further bolstering its tax service offerings following its merger with Seidman Capital Group and Hersman Serles Almond, LLC last October. These acquisitions have allowed Coldstream to broaden its range of services and cater to a diverse clientele.

A Commitment to Employee Empowerment

Coldstream’s CEO, Kevin Fitzwilson, highlights the firm’s culture as pivotal to its success. “We set out to create a firm that values our employees and empowers them to deliver exceptional service to their clients,” he stated. This emphasis on culture has allowed the firm to maintain a workforce that comprises 40 Certified Financial Planners (CFPs), 19 MBAs, 15 Chartered Financial Analysts (CFAs), 22 Certified Public Accountants (CPAs), and 6 Juris Doctors (JDs). This diverse expertise ensures that clients receive high-quality service tailored to their unique financial needs.

Future Focus and Vision

Looking ahead, Coldstream plans to continue its focus on organic growth and strategic mergers that align with its core values. President Josh Harris remarked, “By identifying like-minded, independent advisory firms that prioritize employee and client needs, we have surpassed the growth rates of most other RIAs of our size.” This philosophy not only enhances Coldstream’s market position but also solidifies its commitment to client service.

In conclusion, Coldstream Financial’s recent successes paint a promising picture of its future growth trajectory. With significant increases in client assets and a dedicated team, the firm remains poised for sustained expansion. As they continue to build upon their foundation of employee empowerment and client-centric service, Coldstream is well on its way to achieving even greater milestones in the coming years. To learn more about Coldstream and their comprehensive financial services, visit www.coldstream.com.