Erik Morgan of Freestone Capital Ranked #6 in Barron's Top 100 Independent Advisors
Freestone Capital Management announced that Erik Morgan, its Managing Partner and Client Advisor, has been ranked as the sixth best independent financial advisor in the nation by Barron’s. This is his fifth time being among the top ten advisors on this prestigious list since 2010. Morgan joined Freestone in 2000 and brings over three decades of experience advising high-net-worth individuals, particularly entrepreneurs and executives in the Northwest region. He plays a key leadership role at the firm as part of its Investment Committee and Board of Directors. The recognition highlights his consistent excellence in wealth management. Freestone Capital Management is an independent fee-only advisory firm with over $15 billion in assets under management (as of June 30, 2026). Founded in 1999, the company has grown significantly and serves clients nationwide from multiple offices across the U.S.
Topics: advisor recognition investment advisory wealth management