Barron’s Recognizes Freestone Financial Advisor as Top Advisor in Washington State

Congratulations to Erik Morgan, Kim Hansen and our Freestone wealth management team for their recent recognition as the #1 Advisor in Washington state.

For over twenty-five years, Erik has provided investment and financial advice to some of the Northwest’s most successful entrepreneurs and corporate executives. At Freestone, he serves on the investment committee and is a member of the firm’s Board of Directors. This recognition would not be possible without our client’s support.

The report, America’s Top 1,200 Financial Advisors, ranks the top financial advisors in each of the 50 states, plus the District of Columbia, with the number of spots determined by each state’s population and wealth. Barron’s weighed criteria such as assets under management, revenue produced for the wealth management firm, regulatory record, quality of practice, and philanthropic work. The complete ranking can be found here. Note: The list is organized alphabetically by state.

Disclosure: The rankings were based on data provided by around 6,000 of the nation’s most productive advisors. Find Barron’s complete methodology here. Ranking is not indicative of financial advisor’s future performance