Earlier this year, Erik and his team were recognized as the #1 advisor in Washington State – America’s Top 1,200 Financial Advisors.

The report, Top 100 Independent Advisors ranks the top advisors in America. Barron’s weighed criteria such as assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. In evaluating advisors, Barron’s examined regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves[1]. The complete ranking can be found here.

This recognition and the opportunity we have to serve our community would not be possible without our client’s support. For over 20 years, we have endeavored to earn our client’s trust and to help them with what truly matters. Our commitment to our clients and passion for our work continues to propel us forward.

Congratulations to Erik Morgan, Kim Hansen, and the entire Freestone team!

 
*Ranking published March 15, 2021
[1] Ranking methodology: Advisors who wish to be ranked fill out a 102-question survey about their practice. Data is verified with the advisors’ firms and with regulatory databases. A proprietary ranking formula is applied to the data to generate a ranking. The proprietary formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. Multiple sub calculations are then performed in each subcategory. Growth of advisors’ practices and their client retention is also measured. A wide range of qualitative factors, including the advisors’ experience, their advanced degrees and industry designations, the size, shape, and diversity of their teams, their charitable and philanthropic work as well as their compliance records are also measured. Ranking is not indicative of advisor’s future performance.