Don't Just Take Our Word for It
Our pursuit of excellence has earned industry recognition, including accolades from Barron’s, Forbes, and Financial Advisor magazine. While we’re honored by these distinctions, we view them as reflections of the care, integrity, and diligence we bring to every client relationship. At Freestone, recognition follows purpose—not the other way around.
See our recent awards and recognition below.
Awards and Recognition
All awards and rankings were issued by independent providers unaffiliated with Freestone. Awards issued in 2025 were evaluated based on data obtained for the following periods of time: 6/30/2024 (Forbes Best-In-State Wealth Advisors, Five Star Professional’s Wealth Manager Award Seattle); 9/30/2024 (Barron’s Top 1,200 Advisor Rankings by State, Forbes Best-In-State Women Wealth Advisors); 12/31/2024 (Worth); 1/1/2024 – 12/31/2024 (Puget Sound Business Journal’s Corporate Philanthropist). Awards issued in 2024 were evaluated based on data obtained during the following period of time: 3/31/2023 (Wealth Solutions Report, Forbes Top RIA Firms); 12/31/2023 (FA Magazine’s RIA Ranking, ThinkAdvisor Luminary Awards); 3/31/2024 (Barron’s Top 100 Independent Advisors, Five Star Professional’s Wealth Manager Award San Francisco); 6/30/2024 (Barron’s Top 100 Independent Advisors). Awards issued in 2023 were evaluated based on data obtained during the following period of time: 12/31/2022 (Institutional Investor); 12/31/2021-12/31/2022 (InvestmentNews). Awards and rankings are provided for information purposes only and are not indicative of future performance of Freestone or any of our employees and are not representative of any one client’s experience. Please the complete list of awards, please refer to our awards disclosure page: https://www.freestonecapital.com/disclosures/