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, achieving the #6 ranking overall. This marks the fourth consecutive year Morgan has been ranked among the top 10 advisors nationwide, reinforcing his position as a leading figure in the independent financial advisory sector.

The Barron's annual ranking spotlights leading independent advisors based on rigorous methodology that evaluates factors including assets under management, revenue generated for the firm, and quality of practice. More information on the methodology is available at https://www.barrons.com. Morgan expressed honor at receiving the recognition, stating that the award reflects the exceptional team he works with daily and acknowledging the trust of Freestone's clients and support from colleagues across the firm.

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 his client advisory role, he serves in key leadership positions as a member of Freestone's Investment Committee and Board of Directors. His consistent recognition by Barron's since 2010, including multiple designations as Washington State's top financial advisor, demonstrates sustained excellence in the competitive wealth management industry.

Freestone Capital Management, founded in 1999, has experienced significant growth under leadership like Morgan's, expanding from $250 million to over $12 billion in assets under management. As an independent, employee-owned, fee-only wealth advisory and asset management firm, Freestone's success story represents the potential for independent advisors to compete effectively against larger institutional players. The firm continues to invest in developing the next generation of advisors, providing the tools and resources necessary to thrive in a dynamic financial landscape.

The recognition carries significant implications for both current and prospective clients seeking independent financial advice. Barron's rankings serve as an important industry benchmark, helping investors identify top-performing advisors who have demonstrated consistent excellence. For the independent advisory sector, Morgan's high ranking validates the quality of service that independent firms can provide, potentially influencing client decisions when choosing between independent advisors and larger financial institutions. The methodology details for the 2025 awards, based on data as of December 31, 2024, can be found at https://lnkd.in/gsxTZWC.

This ongoing recognition underscores the importance of experienced leadership in navigating complex financial markets, particularly for high-net-worth clients requiring sophisticated wealth management strategies. Morgan's ranking at #6 nationally positions him among the elite independent advisors in the country, offering clients assurance of working with a proven professional who has maintained top-tier performance standards for over a decade. The achievement also highlights Freestone's commitment to maintaining high service standards while achieving substantial growth, serving as a model for other independent firms seeking to balance expansion with quality client service.