Freestone Capital Management's Erik Morgan named to Barron's Top 100 Independent Advisors, Ranked #6 Nationally

Respected Industry Award Highlights Excellence in Wealth Management

SEATTLE, Sept. 23, 2025 /PRNewswire/ -- Freestone Capital Management ("Freestone"), a Seattle-based Registered Investment Advisor, is proud to announce 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 is the fourth year Erik has been ranked among the top 10 advisors nationwide. The annual ranking spotlights leading independent advisors in the business; more information on the methodology is available at Barron's.com.

"I am honored to receive this recognition from Barron's," said Erik Morgan, Managing Partner and Client Advisor. "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."

Erik Morgan joined Freestone in 2000 and brings more than three decades of experience advising many of the Northwest's most successful entrepreneurs and executives. In addition to serving clients, he plays an active leadership role as a member of Freestone's Investment Committee and Board of Directors. He has been consistently recognized by Barron's as one of the nation's leading independent advisors since 2010 and has been named Washington State's top financial advisor multiple times.

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, providing the tools and resources necessary to thrive in a dynamic industry.

Disclosures: The Barron's rankings are based on data provided by individual advisors and their firms. 2025 awards are based on data provided for 12/31/2024 (for methodology, visit https://lnkd.in/gsxTZWC). Freestone did not pay a fee to be considered for any award, although some publications may require payment of a fee for use of the awards in marketing materials.

About Freestone Capital Management

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

SOURCE Freestone Capital Management