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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Freestone Capital Management, LLC vs Coldstream Wealth Management

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Freestone Capital Management, LLC is the larger of the two, with $15B in regulatory assets to $14B at Coldstream Wealth Management, 4% more than its rival, by their latest Form ADV filings. Coldstream Wealth Management reports more individual clients (4,199 vs 2,906), while Freestone Capital Management, LLC’s clients hold more on average (about $3.9 million each against $2.9 million). Both are based in Washington: Freestone Capital Management, LLC in Seattle and Coldstream Wealth Management in Bellevue.

FigureFreestone Capital Management, LLCColdstream Wealth Management
Regulatory AUM$15B$14B
National rank#65#68
HeadquartersSeattle, WashingtonBellevue, Washington
Individual clients2,9064,199
High-net-worth clients1,3372,393
Average client assets$3.9 million$2.9 million
Accounts4,4944,386
Discretionary69% of AUM98% of AUM
Employees120207
Advisory staff46166
Clients per advisory employee6325
Offices510
Form ADV filed2026-06-292026-08-19

Freestone Capital Management, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Coldstream Wealth Management

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Performance-based fees
  • Other

Questions

Which is bigger, Freestone Capital Management, LLC or Coldstream Wealth Management?

Freestone Capital Management, LLC, with $15B in regulatory assets under management against $14B at Coldstream Wealth Management. Nationally they rank #65 and #68 among 5,657 independent wealth management RIAs.

How many clients do Freestone Capital Management, LLC and Coldstream Wealth Management have?

Freestone Capital Management, LLC reports 2,906 individual clients (1,337 high-net-worth) with 46 advisory employees; Coldstream Wealth Management reports 4,199 (2,393 high-net-worth) with 166 advisory employees.

How do Freestone Capital Management, LLC and Coldstream Wealth Management charge clients?

Only Coldstream Wealth Management lists hourly charges; other forms of compensation on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Freestone Capital Management, LLC and Coldstream Wealth Management offer?

Coldstream Wealth Management lists portfolio management for businesses and institutions; pension consulting, which Freestone Capital Management, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for pooled investment vehicles; selecting other advisers; educational seminars and workshops.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Freestone Capital Management, LLC ↗, Coldstream Wealth Management ↗. How to check a financial advisor →