How We Grow Your Business — and Your Future!
When you join the Freestone team, you’ll gain the support, resources, and freedom to achieve better results for your clients and your future.
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 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.
There’s Strength in Our Numbers
3 to 1
SUPPORT EMPLOYEES PER ADVISOR, INCLUDING BACK-OFFICE ROLES
$94MM
NEW CLIENT ASSETS PER ADVISOR (3-YEAR AVERAGE)
9 YRS
AVERAGE ADVISOR TENURE
99%
CLIENT RETENTION RATE
$426MM
AVERAGE AUM BY ADVISOR
80%
ESTABLISHED ADVISORS MAINTAIN OWNERSHIP
The Freestone Experience
Let's Talk
If you’re looking for greater freedom, resources, and support to strengthen your client relationships and your future, consider joining our team.
© 2025 Freestone Capital
Important disclosure: Statistics are as of 12/31/2024 and are subject to change. There is no guarantee that any advisor will experience the same or similar results. Established advisors are defined using internal parameters taking into account years of experience and billable assets. Some of the statistics provided may exclude emerging advisors at the firm. Statistics for less experienced advisors will differ.This page contains general information, opinions and commentary that is only a summary of certain employment benefits that we believe might be of interest generally. Information shown on this page is not intended to be relied on for any employment decisions. While we believe the information is reliable, we do not make any representation or warranty concerning the accuracy of any data on this page and we disclaim any liability arising out of your use of, or reliance on, such information. The information and opinions shown are subject to change without notice, and we do not undertake any responsibility to update any information herein or advise you of any change in such information in the future.