Erik Morgan recognized by Barron’s as a Top Independent Financial Advisor

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Freestone would like to congratulate Erik Morgan for his recognition as a Top 100 Independent Financial Advisor.

Barron’s recently published their 2018 list of Top Independent Financial Advisors and Freestone’s Erik Morgan was ranked #18 out of 100 advisors across the United States. To qualify, Advisors are asked to complete a survey about their practice and Barron’s applies its ranking formula to generate a ranking. The formula features three major categories of calculations: 1) assets 2) revenue 3) quality of practice.  For more information about the award and Barron’s ranking methodology, visit

Congratulations, Erik! Click here for full ranking list.

Posted By: Freestone