Freestone Capital Management, a Seattle-based Registered Investment Advisor, announced that Managing Partner and Client Advisor Erik Morgan has been ranked #6 on Barron's Top 100 Independent Advisors list for 2025. This marks the fourth consecutive year Morgan has placed among the top 10 advisors nationally, highlighting sustained excellence in client service and investment management.
Morgan, who joined Freestone in 2000, brings over three decades of experience advising entrepreneurs and executives in the Northwest. His role extends beyond client advisory; he serves on Freestone's Investment Committee and Board of Directors. The Barron's ranking, based on data as of December 31, 2024, evaluates advisors on assets under management, revenue, compliance records, and other qualitative factors. More details on methodology can be found at Barron's methodology page.
Freestone Capital Management, founded in 1999, has grown from $250 million to over $12 billion in assets under management. The firm is independent and employee-owned, emphasizing a fee-only wealth advisory and asset management approach. This recognition reflects the firm's commitment to empowering its advisors and investing in the next generation of talent.
Morgan expressed gratitude to his team and clients, stating that the award is a testament to the support and trust he receives. He has been consistently recognized by Barron's since 2010 and has been named Washington State's top financial advisor multiple times. The firm's offices in Seattle, San Francisco, Silicon Valley, Santa Barbara, and Anchorage serve clients nationwide.
The Barron's ranking is based on data provided by individual advisors and their firms, with no fee required for consideration. However, some publications may charge for use of awards in marketing materials. Freestone did not pay a fee for this recognition.
This achievement underscores Freestone's position as a leading independent wealth advisory firm, driven by a client-centric approach and a comprehensive investment strategy. The firm's growth and recognition reflect its ability to attract and retain top talent like Morgan, who continues to set high standards in the industry.
