Barron’s recently published their 2018 list of Top Independent Financial Advisors and Freestone’s Erik Morgan was ranked #18 out of 100 advisors across the United States. To qualify, Advisors are asked to complete a survey about their practice and Barron’s applies its ranking formula to generate a ranking. The formula features three major categories of calculations: 1) assets 2) revenue 3) quality of practice. For more information about the award and Barron’s ranking methodology, visit https://www.barrons.com/articles/barrons-top-advisors-methodology-1534541819.
Congratulations, Erik! Click here for full ranking list.