Freestone Capital Management's Erik Morgan named to Barron's Top 100 Independent Advisors, Ranked #6 Nationally
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SEATTLE, Sept. 23, 2025 ~ Seattle-based Registered Investment Advisor, Freestone Capital Management, is proud to announce that their Managing Partner and Client Advisor, Erik Morgan, has been recognized by Barron's as one of the Top 100 Independent Advisors in the nation. This prestigious ranking places Morgan at #6 overall and marks the fourth year in a row that he has been ranked among the top 10 advisors nationwide.

The annual Barron's ranking highlights leading independent advisors in the business and is based on data provided by individual advisors and their firms. More information on the methodology can be found on Barron's website.

In response to this recognition, Morgan expressed his gratitude and honor, stating, "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."

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Morgan joined Freestone in 2000 and brings over three decades of experience advising some of the Northwest's most successful entrepreneurs and executives. In addition to serving clients, he also plays an active leadership role as a member of Freestone's Investment Committee and Board of Directors.

This is not the first time Morgan has been recognized by Barron's as one of the nation's leading independent advisors. He has consistently made the list since 2010 and has also been named Washington State's top financial advisor multiple times.

Founded in 1999, Freestone is an independent and employee-owned wealth advisory and asset management firm with over $12 billion in assets under management. The firm continues to invest in and empower the next generation of advisors by providing them with necessary tools and resources to thrive in a dynamic industry.

It should be noted that Freestone did not pay a fee to be considered for any award, although some publications may require payment for use of awards in marketing materials. The rankings are based on data provided for 12/31/2024, and the methodology can be found on Barron's website.

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