Freestone Capital Management, a Seattle-based Registered Investment Advisor, announced that Managing Partner Erik Morgan has been recognized as one of the nation’s top independent financial advisors by Barron’s, earning the #6 ranking on the 2025 Top 100 Independent Advisors list. This marks the fourth consecutive year that Morgan has placed among the top 10 advisors nationally.
Morgan, who joined Freestone in 2000, brings more than three decades of experience advising entrepreneurs and executives in the Pacific Northwest. In addition to his client advisory role, he serves on the firm’s Investment Committee and Board of Directors. The Barron’s ranking methodology is based on data provided by advisors and their firms as of December 31, 2024, and is detailed on Barron’s.com.
“I am honored to receive this recognition from Barron’s,” Morgan said. “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.”
Founded in 1999, Freestone Capital Management has grown from $250 million to over $12 billion in assets under management. The firm is independent and employee-owned, operating as a fee-only wealth advisory and asset management firm. Freestone continues to invest in the next generation of advisors, providing tools and resources to thrive in a dynamic industry.
The recognition underscores the firm’s sustained growth and reputation for comprehensive wealth management. Freestone serves clients across the country with offices in Seattle, San Francisco, Silicon Valley, Santa Barbara, and Anchorage. More information about the firm is available at freestonecapital.com.
