Join Freestone

Long-Term Growth for You and Your Clients Begins Here

  • Tailor Services for HNW & UHNW Clients

    A planning-led approach that integrates tax, estate, philanthropy, and insurance strategies, powered by technology and guided by in-house expertise.

  • Leverage a Proven Investment Approach

    An 18-person in-house investment team managing traditional asset classes and drawing from a 25-year track record in alternative fund management.

  • Control of Your Business

    Discretion to manage client relationships supported by Freestone's investments, wealth planning, back office and client service teams.

  • Equity (with real value)

    80% of established advisors maintain an equity ownership stake.

  • Accelerate Your Growth

    $94MM new client assets per advisor (3-year average).

  • Firm-established Referral Channels

    44% average new business from firm generated referrals.

Hear From Our Advisors

Bobby Gentry

Managing Director Client Advisor

Bobby Gentry
"Seeing how fast Freestone advisors were growing their practices and learning more about their unique investment offerings, I thought it would be a place where I could grow my career much faster."

Alyssa Morris

Managing Director Client Advisor

Alyssa Moore
"I was drawn to Freestone’s collaborative culture, in which everyone within the firm - from the top to the bottom of the organization - actively supports and celebrates each other's growth and success."

Trevor W. Sharp

Managing Director Client Advisor

Trevor Sharp
"What stood out to me about Freestone is that the majority owners, including the founder, are client advisors. Having someone who understands that relationship with clients steer the vision of the firm was really important to me."