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Freestone Capital Management's Erik Morgan Named #6 in Barron's Top 100 Independent Advisors

In an outstanding achievement, Erik Morgan, Managing Partner and Client Advisor at Freestone Capital Management, has been recognized as one of the nation's top financial advisors by Barron’s, ranking #6 in its prestigious Top 100 Independent Advisors list for 2025. This recognition underscores Erik's commitment to excellence and highlights his leadership in the wealth management sector.

A Consistent Leader in Wealth Management

This marks the fourth consecutive year that Erik has secured a place among the top 10 advisors in the country, reinforcing his enduring reputation in the financial advisory landscape. The Barron's ranking is an annual spotlight on superior independent advisory services, with Erik’s accomplishment being a testament to his skill and dedication.

Erik Morgan has been with Freestone Capital since its inception in 1999, bringing over 30 years of experience to the firm. The significant impact he has made is reflected not only in this award but also in his dynamic role within the firm—serving on both the Investment Committee and the Board of Directors. His leadership has contributed to Freestone's growth from $250 million to over $12 billion in assets under management, showcasing a remarkable trajectory that few firms achieve.

Impact and Client Trust

Expressing his gratitude, Erik stated, “I am honored to receive this recognition from Barron’s. This award is a testament to the exceptional team I am fortunate to work alongside every day. I am deeply grateful to our clients for their trust and to my colleagues across the firm for their support.” His mindset recognizes the collective effort in wealth management, where each team member’s contribution is vital to the success of their clients.

The annual methodology for the Barron’s rankings incorporates an evaluation of multiple factors, including assets under management, revenue produced for clients, regulatory compliance, and the overall quality of the advisory services provided. As such, being featured on this list signifies both credibility and excellence in the industry.

Freestone Capital Management: A Legacy of Trust

Freestone Capital Management is an independent, employee-owned, fee-only advisory firm dedicated to providing comprehensive investment services to its diverse clientele across the nation. Its commitment to client-centric financial planning has not only led to significant growth but also established it as a trusted advocate for those seeking guidance in managing their wealth.

In addition to Erik’s achievements, Freestone continuously invests in developing the next generation of financial advisors, ensuring they are equipped with the necessary tools and resources to navigate the complexities of wealth management.

With offices located in key cities like Seattle, San Francisco, Silicon Valley, Santa Barbara, and Anchorage, Freestone Capital serves a wide range of clients, including some of the Northwest’s most successful entrepreneurs and executives.

To learn more about Freestone Capital Management and their services, visit freestonecapital.com. This recognition not only highlights the individual successes within the firm but also emphasizes Freestone's commitment to fostering an environment where both advisors and clients thrive together.

In the evolving landscape of wealth management, Erik Morgan's recognition serves as an inspiration and a reminder of the value that trusted advisor relationships hold in achieving individual financial goals. As the business continues to grow, Freestone Capital Management remains committed to upholding the highest standards of service, ensuring a bright future for both their advisors and clients alike.