We’re honored to announce Erik Morgan, Kim Hansen and their team were recently named the #1 Advisor in Washington State by Barron’s.
This is the 8th time Freestone as been recognized.
The report, America’s Top 1,200 Financial Advisors, ranks the top 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, 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. The complete ranking can be found here. Note: The list is organized alphabetically by state.
This recognition would not be possible without our client’s support. Thank you to our clients and partners for their trust and the opportunity to help them with what truly matters.
Congratulations to Erik Morgan, Kim Hansen, and the entire Freestone team!
Disclosure: The rankings were based on data provided by around 4,000 of the nation’s most productive advisors. Find Barron’s complete methodology here. Ranking is not indicative of advisor’s future performance.