Forbes Names Freestone Capital Management One of America's Top RIA Firms for 2025

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Oct 02, 2025, 10:05 ET

Freestone climbs to #12 among the nation's top 250 firms

SEATTLE, Oct. 2, 2025 /PRNewswire/ -- Freestone Capital Management ("Freestone") has been recognized on Forbes' annual list of America's Top RIA Firms, rising to #12 nationwide out of 250 firms–up from #15 in 2024. Now in its fourth year, the Forbes | SHOOK Top RIA list highlights firms with a proven record of safeguarding and growing client wealth, while demonstrating client focus, best practices, and sustainable growth.

"We are honored to be recognized by Forbes as one of the top RIA firms in the nation," said Erik Morgan, Managing Partner at Freestone. "This recognition reflects the hard work of our entire team and our shared commitment to helping clients reach their financial goals."

Founded in 1999, Freestone is an independent and employee-owned, fee-only wealth advisory and asset management firm that has grown from $250 million to over $12 billion in assets under management. Freestone continues to invest in and empower the next generation of advisors by providing the tools, resources, and mentorship necessary to succeed in a rapidly evolving industry.

Disclosures: The Forbes rankings are based on data provided by individual advisors and their firms. The 2025 awards are based on data as of 3/31/2025 (for methodology, visit Forbes.com/methodology). Freestone did not pay a fee to be considered for this recognition. Some publications may require a fee for use of award logos or reprints in marketing materials.

About Freestone Capital Management

Freestone Capital Management is an independent, fee-only wealth advisory and asset management firm that combines superior client service and a comprehensive investment approach. Clients entrust Freestone to help them pursue their long-term financial goals. The firm serves clients throughout the country with offices in Seattle, San Francisco, Silicon Valley, Santa Barbara, and Anchorage. Learn more at freestonecapital.com.

SOURCE Freestone Capital Management