Respected Industry Award Highlights Excellence in Wealth Management

SEATTLE, Sept. 22, 2026 /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 fifth 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. “I am grateful to our clients for the trust they place in us and to my colleagues for the care and expertise they bring to that work every day. For more than 25 years, Freestone has taken a holistic view of our clients’ financial lives, continually evolving our service offerings to help them navigate complexity and pursue what matters most. I am proud of what we have built together and remain focused on delivering for our clients in the years ahead.”

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, fee-only wealth advisory and asset management firm that has grown from $250 million to over $15 billion in assets under management. The firm helps individuals and families thoughtfully steward their capital by pairing disciplined investment management with long-term planning designed to endure across market cycles and generations.

Disclosures: AUM as of 6/30/2026. Barron’s rankings are independently issued by Barron’s and based on annual periods of data provided by advisors and their firms. Rankings were received in various categories for the following periods: Barron’s Top Advisor by State (2013–2015; 2017–2022, based on annual data as of 9/30/2012–9/30/2021) and Barron’s Top 100 Independent Advisors (2010–2026, based on annual data as of 6/30/2010–6/30/2026). For methodology, visit https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04. 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. Please refer to our disclosures page for additional information: https://www.freestonecapital.com/disclosures/. 

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. 

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SOURCE Freestone Capital Management