Freestone Capital Management's Erik Morgan Ranked #6 Among Barron's Top 100 Independent Advisors

Freestone Capital Management announced that Managing Partner and Client Advisor Erik Morgan has been recognized by Barron's as one of the Top 100 Independent Advisors in the nation, earning the #6 ranking overall. This marks the fourth year Morgan has been ranked among the top 10 advisors nationwide. The annual ranking identifies leading independent advisors in the financial industry, with methodology details available at Barron's.com.

Morgan expressed honor at receiving the recognition, stating the award reflects the exceptional team he works with daily. He acknowledged gratitude toward clients for their trust and colleagues across the firm for their support. Morgan joined Freestone in 2000 and brings more than three decades of experience advising many of the Northwest's most successful entrepreneurs and executives. Beyond client service, he holds leadership roles on Freestone's Investment Committee and Board of Directors.

Consistently recognized by Barron's as a top independent advisor since 2010, Morgan has also been named Washington State's top financial advisor multiple times. Founded in 1999, Freestone is an independent, employee-owned, fee-only wealth advisory and asset management firm. It has experienced significant growth, expanding from $250 million to over $12 billion in assets under management. The firm emphasizes investing in and empowering the next generation of advisors, providing necessary tools and resources for success in a dynamic industry.

Disclosures note that Barron's rankings are based on data provided by individual advisors and their firms, with 2025 awards using data as of December 31, 2024. Methodology details can be found at https://lnkd.in/gsxTZWC. Freestone did not pay a fee for award consideration, though some publications may require payment for marketing use. This recognition underscores Morgan's sustained excellence and Freestone's commitment to client service and industry leadership.