Erik Morgan Named to Barron’s 2026 Top Financial Advisors List, Ranked #3 in Washington

Freestone congratulates Managing Partner and Client Advisor Erik Morgan and his team for being named to Barron’s 2026 Top 1,500 Financial Advisors list, earning the #3 ranking in Washington State.

Erik was recognized as part of Barron’s annual ranking of top financial advisors across the country. View the full rankings here.

Since 2011, Erik has earned the #1 ranking in Washington State nine times and has ranked among the top four advisors in the state for 15 consecutive years.

Erik joined Freestone in 2000 and brings more than three decades of experience advising entrepreneurs, executives, and families throughout the Pacific Northwest. He works with clients on investment strategy, tax-aware portfolio construction, estate planning coordination, and alternative investments within a fiduciary, fee-only model.

Important Disclosures: The Barron’s rankings are based on data provided by individual advisors and their firms. The 2026 award is based on data as of 9/30/2025. For a description of the methodology, please visit https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04. Freestone did not pay a fee to be considered for this award; however, certain publications may charge a fee to use award logos or reprints for marketing purposes.