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Freestone Capital Management: A Leader in Wealth Advisory

Freestone Capital Management, a leading independent, fee-only wealth advisory firm based in Seattle, has achieved a remarkable milestone by securing the 12th position on Forbes' annual list of America's Top Registered Investment Advisor (RIA) Firms for 2025. This marks a significant rise from its previous rank of 15th in 2024, highlighting Freestone's steadfast commitment to client wealth management and sustainable business practices.

Forbes’ prestigious list, now in its fourth year, recognizes the top firms in the RIA sector based on criteria that include performance, client service, and operational best practices. The ranking is particularly notable as it evaluates 250 firms nationwide, making Freestone’s ascent a commendable accomplishment in a competitive industry.

Erik Morgan, the Managing Partner at Freestone, expressed his gratitude for the recognition, stating, “We are honored to be recognized by Forbes as one of the top RIA firms in the nation. This acknowledgment is a testament to the hard work and dedication of our entire team, as well as our unwavering commitment to helping clients achieve their financial aspirations.”

Founded in 1999, Freestone Capital Management has transformed significantly over the years, growing from managing just $250 million in assets to an impressive total exceeding $12 billion. This remarkable growth can be attributed to Freestone’s unique blend of personalized client service, comprehensive investment strategies, and focus on providing education and support to the next generation of financial advisors.

The firm prides itself on its independent, employee-owned structure, which aligns the interests of its advisors with those of its clients, fostering a culture of trust and transparency. Freestone's business model emphasizes a fee-only advisory approach, which eliminates potential conflicts of interest associated with commission-based compensation structures, allowing clients to focus solely on their financial goals.

With offices located in key markets across the United States, including Seattle, San Francisco, Silicon Valley, Santa Barbara, and Anchorage, Freestone Capital is well-positioned to serve a diverse clientele. The firm’s commitment to client education extends beyond traditional wealth management; they offer resources and mentorship programs designed to equip upcoming advisors with the skills necessary to thrive in a rapidly evolving financial landscape.

The selection process behind Forbes' rankings is extensive and data-driven. Independent advisors and their firms provide detailed information that is thoroughly reviewed and analyzed. It's important to note that firms do not pay for inclusion in this list, reinforcing its credibility as a respected authority in the industry. For the awards announced in 2025, the rankings are based on data collected as of March 31, 2025.

Freestone Capital Management continues to thrive in an increasingly challenging market, demonstrating its commitment to excellence as reflected by this recent accolade. As the firm moves forward, it remains dedicated to equipping both clients and advisors alike with the necessary tools and knowledge to succeed in their financial journeys.

For more information about Freestone Capital Management and their services, visit their official website at freestonecapital.com.

About Freestone Capital Management

Freestone Capital Management is an independent, fee-only wealth advisory and asset management firm that focuses on delivering exceptional client service and a holistic investment approach. Trust is at the core of every client relationship, as the firm works diligently to help each client meet their long-term financial objectives.