Freestone Capital Management Recognized Among Top RIA Firms
Freestone climbs to #12 among the nation's top 250 firms
Freestone Capital Management, a prominent independent wealth advisory firm, has achieved significant recognition by being listed in Forbes' annual ranking of America's Top RIA Firms. This prestigious acknowledgment positions Freestone at #12 on the list, a remarkable rise from #15 the previous year.
Now in its fourth iteration, the Forbes | SHOOK Top RIA list serves to underscore firms that excel at protecting and growing client assets. Companies are evaluated based on their client-centric approach, adherence to best practices, and sustainable growth strategies.
Erik Morgan, the Managing Partner of Freestone, expressed gratitude for this recognition, stating, "We are honored to be recognized by Forbes as one of the top RIA firms in the nation. This acknowledgment reflects the hard work of our entire team and our shared commitment to helping clients reach their financial goals." This statement underscores the firm's dedication to its clients and the community at large.
Founded in 1999, Freestone has evolved from managing $250 million to an impressive portfolio exceeding $12 billion in assets. The firm prides itself on its independent and employee-owned structure, ensuring that clients receive unbiased advice that aligns with their best interests.
Freestone Capital Management is committed to nurturing the next generation of financial advisors, equipping them with essential tools, resources, and mentorship. This forward-thinking philosophy enables the firm to adapt to the rapidly changing landscape of the finance industry.
As part of the award process, Forbes evaluates data collected directly from individual advisors and their firms. The rankings for 2025 were determined using data gathered up until March 31, 2025. It’s important to note that Freestone Capital Management did not incur any costs to be included in this notable list.
For further information about Freestone and its offerings, clients can explore the firm’s website. Freestone Capital Management stands out in the industry for its unwavering commitment to client service and an extensive investment strategy tailored to meet long-term financial aspirations.
About Freestone Capital Management
Freestone Capital Management is known for its independent, fee-only wealth advisory and asset management services. With a dedication to superior client service, the firm emphasizes a comprehensive investment approach aimed at helping clients realize their financial objectives. Freestone serves clients across the nation, maintaining offices in multiple locations to provide accessible financial guidance.
Frequently Asked Questions
What is the latest ranking of Freestone Capital Management?
Freestone Capital Management is currently ranked #12 on Forbes' list of America's Top RIA Firms.
In what year was Freestone founded?
Freestone Capital Management was founded in 1999.
How many assets does Freestone manage?
Freestone Capital Management manages over $12 billion in assets.
What focus does Freestone Capital Management have?
The firm emphasizes client-centric strategies and sustainable growth in its advisory services.
How does Freestone support future financial advisors?
Freestone supports future advisors by providing mentorship, resources, and tools necessary for success in the finance industry.
