Important Disclosures
General
Awards and rankings are historical. No award or ranking is indicative of future performance of Freestone or any of our employees. Freestone did not pay a fee to be considered for any award (unless otherwise noted below), although some publications may require payment of a fee for use of the awards in marketing materials.
Recognitions
Barron’s
| Award Winner | Date of Award (Award Year and Date of Period) | Ranking | Award |
| Erik Morgan | 2025 (9/30/2024) | #2 out of 30 advisors in Washington | Barron’s Top 1,200 Independent Financial Advisor (by State) |
| Erik Morgan | 2024 (9/30/2023) | #4 out of 30 advisors in Washington | Barron’s Top 1,200 Independent Financial Advisor (by State) |
| Erik Morgan | 2023 (9/30/2022)
2016 (9/30/2015)
|
#3 out of 30 advisors in Washington | Barron’s Top 1,200 Independent Financial Advisor (by State) |
| Erik Morgan | 2022 (9/30/2021)
2021 (9/30/2020) 2020 (9/30/2019) 2019 (9/30/2018) 2018 (9/30/2017) 2017 (9/30/2016) 2015 (9/30/2014) |
#1 out of 30 advisors in Washington | Barron’s Top 1,200 Independent Financial Advisor (by State) |
| Erik Mogan | 2014 (9/30/2013) | #1 out of 25 advisors in Washington | Barron’s Top 1,200 Independent Financial Advisor (by State) |
| Erik Morgan | 2013 (9/30/2012) | #1 out of 25 advisors in Washington | Barron’s Top 1,000 Independent Financial Advisor (by State) |
| Erik Morgan | 2012 (9/30/2011)
2011 (9/30/2010) |
#2 out of 25
advisors in Washington |
Barron’s Top 1,000 Independent Financial Advisor (by State) |
| Bob Mellon | 2019 (9/30/2018) | #28 out of 30 advisors in Washington | Barron’s Top 1,200 Independent Financial Advisor (by State) |
| Bob Mellon | 2018 (9/30/2017) | #25 out of 30 advisors in Washington | Barron’s Top 1,200 Independent Financial Advisor (by State) |
| Bob Mellon | 2017 (9/30/2016) | #26 out of 30 advisors in Washington | Barron’s Top 1,200 Independent Financial Advisor (by State) |
| Bob Mellon | 2020 (9/30/2019)
2016 (9/30/2015) |
#30 out of 30 advisors in Washington | Barron’s Top 1,200 Independent Financial Advisor (by State) |
| Bob Mellon | 2013 (9/30/2012) | #4 out of 25 advisors in Washington | Barron’s Top 1,000 Independent Financial Advisor (by State) |
| Bob Mellon | 2012 (9/30/2011) | #13 out of 25 advisors in Washington | Barron’s Top 1,000 Independent Financial Advisor (by State) |
| Bob Mellon | 2011 (9/30/2010) | #10 out of 25 advisors in Washington | Barron’s Top 1,000 Independent Financial Advisor (by State) |
| Award Winner | Date of Award (Award Year and Date of Period) | Ranking | Award |
| Erik Morgan | 2024 (6/30/2024) | 9/100 | Barron’s Top 100 Independent Wealth Advisors |
| Erik Morgan | 2023 (6/30/2023) | 4/100 | Barron’s Top 100 Independent Wealth Advisors |
| Erik Morgan | 2022 (6/30/2022) | 12/100 | Barron’s Top 100 Independent Wealth Advisors |
| Erik Morgan | 2021 (6/30/2021) | 8/100 | Barron’s Top 100 Independent Wealth Advisors |
| Erik Mogan | 2020 (6/30/2020) | 16/100 | Barron’s Top 100 Independent Wealth Advisors |
| Erik Morgan | 2019 (6/30/2019) | 12/100 | Barron’s Top 100 Independent Wealth Advisors |
| Erik Morgan | 2018 (6/30/2018) | 18/100 | Barron’s Top 100 Independent Wealth Advisors |
| Erik Morgan | 2017 (6/30/2017) | 20/100 | Barron’s Top 100 Independent Wealth Advisors |
| Erik Morgan | 2016 (6/30/2016) | 30/100 | Barron’s Top 100 Independent Wealth Advisors |
| Erik Morgan | 2015 (6/30/2015) | 40/100 | Barron’s Top 100 Independent Wealth Advisors |
| Erik Morgan | 2014 (6/30/2014) | 6/100 | Barron’s Top 100 Independent Wealth Advisors |
| Erik Morgan | 2013 (6/30/2013) | 16/100 | Barron’s Top 100 Independent Wealth Advisors |
| Erik Morgan | 2012 (6/30/2012) | 17/100 | Barron’s Top 100 Independent Wealth Advisors |
| Erik Morgan | 2011 (6/30/2011) | 22/100 | Barron’s Top 100 Independent Wealth Advisors |
| Erik Morgan | 2010 (6/30/2010) | 31/100 | Barron’s Top 100 Independent Wealth Advisors |
| Bob Mellon | 2013 (6/30/2013) | 54/100 | Barron’s Top 100 Independent Wealth Advisors |
| Bob Mellon | 2012 (6/30/2012) | 29/100 | Barron’s Top 100 Independent Wealth Advisors |
| Bob Mellon | 2011 (6/30/2011) | 70/100 | Barron’s Top 100 Independent Wealth Advisors |
| Bob Mellon | 2010 (6/30/2010) | 86/100 | Barron’s Top 100 Independent Wealth Advisors |
For methodology, visit: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04.
Financial Advisor – RIA Survey & Ranking
This list ranks RIAs by total assets. For methodology, visit: https://www.fa-mag.com/news/2024-ria-survey-and-ranking-rias-confront-their-own-success-78697.html?section=133.
2024: Freestone is ranked #50 out of 431) The award was issued on 7/12/2024 for the time period covering 12/2023.
2023: Freestone is ranked #54 (out of 521). The award was issued on 7/14/2023 for the time period covering 12/2022.
2022: Freestone is ranked #57 (out of 534). The award was issued on 7/15/2022 for the time period covering 12/2021.
2021: Freestone is ranked #54 (out of 607). The award was issued on 7/16/2021 for the time period covering 12/2020.
2020: Freestone is ranked #64 (out of 715). The award was issued on 8/1/2020 for the time period covering 12/2019.
2019: Freestone is ranked #57 (out of 683).
2018: Freestone is ranked #69 (out of 707).
2017: Freestone is ranked #64 (out of 638).
2016: Freestone is ranked #67 (out of 610).
2015: Freestone is ranked #69 (out of 562).
Five Star Professional Wealth Manager Award
Fee paid for use of marketing materials. For methodology, visit: https://www.fivestarprofessional.com/public/wmresearch.
| Award Winner | Date of Award (Award Year and Date of Period) | Award |
|
Andrew Erisman |
1/2025 (6/30/2024) 1/2024 (6/30/2023) 1/2023 (6/30/2022) 1/2022 (6/30/2021) 1/2021 (6/30/2020) 1/2020 (6/30/2019) 1/2019 (6/30/2018) 1/2018 (6/30/2017) 1/2017 (6/30/2016) 1/2016 (6/30/2015) 1/2015 (6/30/2014) |
Seattle Five Star Wealth Manager Award Winner |
| Alyssa Morris | 11/2024 (3/31/2024)
11/2023 (3/31/2023) 11/2022 (3/31/2022) |
San Francisco Five Star Wealth Manager Winner |
| Bob Mellon | 1/2025 (6/30/2024)
1/2024 (6/30/2023) 1/2023 (6/30/2022) 1/2022 (6/30/2021) 1/2021 (6/30/2020) 1/2020 (6/30/2019) 1/2019 (6/30/2018) 1/2018 (6/30/2017) 1/2017 (6/30/2016) 1/2016 (6/30/2015) 1/2015 (6/30/2014) 1/2014 (6/30/2013) 1/2013 (6/30/2012) |
Seattle Five Star Wealth Manager Award Winner |
| Bobby Gentry | 1/2025 (6/30/2024)
1/2024 (6/30/2023) 1/2023 (6/30/2022) 1/2022 (6/30/2021) 1/2021 (6/30/2020) |
Seattle Five Star Wealth Manager Award Winner |
| Bruce Edwards | 11/2024 (3/31/2024)
11/2023 (3/31/2023) |
San Francisco Five Star Wealth Manager Winner |
| Chris Odem | 1/2025 (6/30/2024)
1/2024 (6/30/2023) 1/2023 (6/30/2022) 1/2022 (6/30/2021) 1/2021 (6/30/2020) 1/2020 (6/30/2019) 1/2019 (6/30/2018) |
Seattle Five Star Wealth Manager Award Winner |
| Christine Opp | 1/2024 (6/30/2023)
1/2023 (6/30/2022) 1/2022 (6/30/2021) 1/2021 (6/30/2020) 1/2020 (6/30/2019) 1/2019 (6/30/2018) |
Seattle Five Star Wealth Manager Award Winner |
| Courtney Hastings | 1/2025 (6/30/2024)
|
Seattle Five Star Wealth Manager Award Winner |
| Galen Camp | 1/2025 (6/30/2024)
|
Seattle Five Star Wealth Manager Award Winner |
| Jenna Brazile | 1/2025 (6/30/2024)
1/2024 (6/30/2023) 1/2023 (6/30/2022) |
Seattle Five Star Wealth Manager Award Winner |
| Jonathan Wittlin | 11/2024 (3/31/2024) | San Francisco Five Star Wealth Manager Winner |
| Matt Abrams | 1/2025 (6/30/2024)
1/2024 (6/30/2023) 1/2023 (6/30/2022) 1/2022 (6/30/2021) |
Seattle Five Star Wealth Manager Award Winner |
| Michael Allard | 11/2024 (3/31/2024)
11/2023 (3/31/2023) |
San Francisco Five Star Wealth Manager Winner |
| Pete Forras | 1/2025 (6/30/2024)
1/2024 (6/30/2023) 1/2023 (6/30/2022) 1/2022 (6/30/2021) 1/2021 (6/30/2020) 1/2020 (6/30/2019) 1/2019 (6/30/2018) 1/2018 (6/30/2017) 1/2017 (6/30/2016) 1/2016 (6/30/2015) 1/2015 (6/30/2014) 1/2014 (6/30/2013) |
Seattle Five Star Wealth Manager Award Winner |
| Peter Wicklund | 1/2025 (6/30/2024)
1/2024 (6/30/2023) 1/2023 (6/30/2022) 1/2022 (6/30/2021) 1/2021 (6/30/2020) 1/2020 (6/30/2019) 1/2019 (6/30/2018) 1/2018 (6/30/2017) 1/2017 (6/30/2016) 1/2016 (6/30/2015) 1/2015 (6/30/2014) 1/2014 (6/30/2013) 1/2013 (6/30/2012) |
Seattle Five Star Wealth Manager Award Winner |
| Riley Barr | 11/2024 (3/31/2024)
11/2023 (3/31/2023) |
San Francisco Five Star Wealth Manager Winner |
| Robb Carter | 1/2025 (6/30/2024)
1/2024 (6/30/2023) 1/2023 (6/30/2022) 1/2022 (6/30/2021) 1/2021 (6/30/2020) 1/2020 (6/30/2019) 1/2019 (6/30/2018) 1/2018 (6/30/2017) 1/2017 (6/30/2016) 1/2016 (6/30/2015) 1/2015 (6/30/2014) 1/2014 (6/30/2013) 1/2013 (6/30/2012) |
Seattle Five Star Wealth Manager Award Winner |
| Ross Rubinstein | 1/2025 (6/30/2024)
1/2024 (6/30/2023) |
Seattle Five Star Wealth Manager Award Winner |
| Samuel Pun | 11/2024 (3/31/2024)
11/2023 (3/31/2023) |
San Francisco Five Star Wealth Manager Winner |
| Trevor Sharp | 1/2025 (6/30/2024)
1/2024 (6/30/2023) |
Seattle Five Star Wealth Manager Award Winner |
Forbes
Top RIA Firms 2024
Forbes Top RIA Firms awards are developed by SHOOK Research and awarded annually to registered investment advisory firms. The award was issues on 10/8/2024, covering a time period as of 3/31/2024. For the methodology, please visit: https://www.forbes.com/sites/rjshook/2024/10/08/methodology-americas-top-ria-firms-2024/\.
Best-in-State Women Advisors 2025 (Alyssa Morris and Christine Opp)
The Forbes Best-In-State Women Advisors ranking is administered by Forbes and was issued on 2/11/2025, covering a time period as of 9/30/2024. For methodology, visit: https://www.forbes.com/sites/rjshook/2025/02/11/methodology-americas-top-women-wealth-advisors-2025/.
Best-in-State Advisors 2025 (Alyssa Morris, Andrew Erisman, Bob Mellon, Christopher Odem, Christine Opp)
The Forbes Best-In-State Wealth Advisors award is administered by Forbes and was issued on 4/8/2025, covering a time period as of 6/30/2024. For methodology, visit: https://www.forbes.com/sites/rjshook/2025/04/08/methodology-forbes-americas-top-wealth-advisors-2025/.
| Award Winner | Date of Award (Award Year and Date of Period) | Ranking | Award |
| Alyssa Morris | 2/2025 (9/2024) | 50/64 in California – SF (HNW) category
58/140 in California – Northern CA (HNW) category |
Forbes Best-in-State Advisors
Forbes Best-In-State Women Wealth Advisors |
| Christine Opp | 2/2025 (9/2024) | 23/201 in WA (HNW) category
6/76 in Washington |
Forbes Best-in-State Advisors
Forbes Best-in-State Women Wealth Advisors |
| Andrew Erisman | 2/2025 (9/2024) | 20/48 in WA – Private Wealth category | Forbes Best-in-State Advisors |
| Bob Mellon | 2/2025 (9/2024) | 15/201 in WA (HNW) category | Forbes Best-in-State Advisors |
| Chris Odem | 2/2025 (9/2024) | 17/48 in WA – Private Wealth category | Forbes Best-in-State Advisors |
| Firm | 10/2024 (3/2024) | #15 (out of 250) | Top RIA Firms |
Institutional Investor (RIA Intel)
CIO of the Year 2023 (Gary Furukawa)
The RIA Intel CIO of the Year award is administered by RIA Intel and was issued on 4/11/2024 for the time period covering 12/31/2023. For methodology, visit: https://www.iinow.com/RIA-Institute/3rd-annual-ria-intel-awards.
Client Advocate of the Year 2023 (Jenna Brazile)
The RIA Intel Client Advocate of the Year award is administered by RIA Intel and was issued on 6/7/2023 for the time period covering 1/1/2023 through 12/31/2023. For methodology, visit: https://www.iinow.com/RIA-Institute/3rd-annual-ria-intel-awards.
InvestmentNews
Top Financial Professionals Hot List 2023 (Jenna Brazile)
The InvestmentNews Top Financial Professionals Hot List is administered by InvestmentNews and was issued on 12/12/2023 for the time period covering 1/1/2023 through 12/31/2023. For methodology, visit: https://www.investmentnews.com/best-in-wealth/top-financial-professionals-in-the-us-hot-list-2023/246534#methodologySection.
Puget Sound Business Journal – Washington State’s Largest Wealth Management Firms
2024: Freestone was ranked #4 (out of 31). The award was issued on 5/24/2024 for data as of 03/2024.
2022: Freestone was ranked #7 (out of 30). The award was issued on month/year for the time period covering 12/2021.
2021: Freestone was ranked #2 (out of 33). The award was issued on 5/17/2021 for the time period covering 12/2020.
2020: Freestone was ranked #1 (out of 25). The award was issued on 5/8/2020 for the time period covering 12/2019.
2019: Freestone was ranked #2 (out of 25) based on 2018 assets under management
2018: Freestone was ranked #3 (out of 25) based on 2017 assets under management.
2017: Freestone was ranked #4 (out of 25) based on 2016 assets under management.
Puget Sound Business Journal – Wealth Management Firms
2016: Freestone is ranked #3 (out of 25) based on 2015 assets under management.
Puget Sound Business Journal – Corporate Citizenship Awards
2025: The award was issued on 5/14/2025 for the time period covering 1/2024 – 12/2024. For methodology, visit: https://www.bizjournals.com/seattle/event/171269/2025/corporate-citizenship-awards.
2024: Freestone was ranked #12 out of 33. The award was issued on 5/10/2024 for the time period covering 1/2023 – 12/2023.
ThinkAdvisor
2024 Next-Gen Rising Star Award (Sean Carr)
The ThinkAdvisor 2024 Next-Gen Rising Star award was issued by ThinkAdvisor on 12/11/2024, covering a time period as of 12/31/2023. Award winners are determined by a panel of independent judges uaffiliated with Freestone. For methodology, visit: https://event.thinkadvisor.com/luminaries-awards/criteria.
2024 Innovation Award (Firm)
The ThinkAdvisor 2024 Innovation award was issued by ThinkAdvisor on 12/11/2024, covering a time period as of 12/31/2023. Award winners are determined by a panel of independent judges unaffiliated with Freestone. For methodology, visit: https://event.thinkadvisor.com/luminaries-awards/criteria.
2021 Thought Leadership and Education Award (Gary Furukawa)
The ThinkAdvisor Luminary Thought Leadership and Education award is administered by ThinkAdvisor and was issued on 8/16/2021, covering the time period as of 12/31/2022 data. For methodology, visit: https://event.thinkadvisor.com/luminaries-awards/criteria.
Wealth Solution Report
Alternative Investment Firm of the Year 2024
Wealth Solutions Report (“WSR”) presented a series of invitation-only awards to celebrate excellence in the wealth management industry – the WSR Wealth Exemplar Awards. The award was issued on 1/29/2024, covering a time period as of 9/30/2023. For methodology, visit: https://wealthsolutionsreport.com/2024/01/29/wsr-announces-second-annual-wealth-exemplar-awards/.
Worth Media
Top RIA Firms 2025
Worth’s Top RIA Firms is administered by Worth, on collaboration with Institutional Shareholder Services (ISS) and was issues on 5/16/2025, covering a time period as of 12/31/2024. For methodology, visit: For methodology, https://worth.com/leading-advisors/methodology/.
Designations
Chartered Financial Analyst (CFA)®
Issuing Organization:
CFA Institute
Required Prerequisites/Experience:
Undergraduate degree and four years of professional experience involving investment decision-making or Four years qualified work experience (full time, but not necessarily investment related)
Educational Requirements:
Self-study program (250 hours of study for each of three levels)
Examination Type:
Three course exams
Required Continuing Education/Experience:
None
Accredited By:
None
Chartered Financial Analyst® and CFA® are registered trademarks of CFA Institute.
Chartered Alternative Investment Analyst (CAIA)®
Issuing Organization:
Chartered Alternative Investment Analyst Association
Required Prerequisites/Experience:
Bachelor’s or equivalent degree and more than one year of business experience in the financial industry or Four years of experience in the financial industry
Required Education:
Self-study certification program requires the successful completion of both the Level I and Level II examinations
Examination Type:
Two CAIA exams
Required Continuing Education/Experience:
None
Accredited By:
None
Chartered Alternative Investment Analyst® and CAIA® are registered trademarks of Chartered Alternative Investment Analyst Association
Certified Investment Management Analyst (CIMA)®
Issuing Organization:
Investment Management Consultants Association
Required Prerequisites/Experience:
Three years of verifiable financial services experience and must answer “no” to all disclosure questions on Form U-4 that cover criminal and regulatory violations, civil judicial actions, and consumer complaints, or else satisfactorily justify a “yes” answer
Educational Requirements:
Complete the following:
- Self-study education (approximately five months)
- One-week classroom education program provided by a university business school accredited by The Association to Advance Collegiate Schools of Business
Examination Type:
Online examination for self-study Level 1 program and an in-class final certification examination for classroom education program
Required Continuing Education/Experience:
40 hours every two years
Accredited By:
American National Standards Institute
Certified Investment Management Analyst® and CIMA® are registered trademarks of Investment Management Consultants Association
Accredited Asset Management Specialist (AAMS)®
Issuing Organization:
College for Financial Planning
Required Prerequisites/Experience:
None
Required Education:
Self-study course requiring 100-120 hours
Examination Type:
Final closed-book exam
Required Continuing Education/Experience:
16 hours every 2 years
Accredited By:
None
Accredited Asset Management Specialist® and AAMS® are registered trademarks of College for Financial Planning
Certified Financial Planner (CFP)®
Issuing Organization:
Certified Financial Planner Board of Standards, Inc.
Required Prerequisites/Experience:
A bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience
Educational Requirements:
Complete a CFP-board registered program or hold one of the following:
- CPA (Certified Public Accountant)
- ChFC (Chartered Financial Consultant)
- CLU (Chartered Life Underwriter)
- CFA (Chartered Financial Analyst)
- PhD in business or economics
- Doctor of Business Administration
- Attorney’s License
Examination Type:
CFP Certification Examination
Required Continuing Education/Experience:
30 hours every two years
Accredited By:
National Commission for Certifying Agencies
Certified Financial Planner® and CFP® are registered trademarks of Certified Financial Planner Board of Standards, Inc.
Financial Risk Manager (FRM)®
Issuing Organization:
Global Association of Risk Professionals (GARP)
Required Prerequisites/Experience:
Two years work experience in an appropriate financial risk management career and GARP individual membership
Educational Requirements:
Self-study exam
Examination Type:
Final closed-book exam
Required Continuing Education/Experience:
None
Accredited By:
None
Financial Risk Manager® and FRM® are registered trademarks of Global Association of Risk Professionals
Certified Private Wealth Advisor (CPWA)®
Issuing Organization:
Investment Management Consultants Association
Required Prerequisites/Experience:
Must demonstrate the following prerequisites: Bachelor’s degree from an accredited college or university or one of the following designations or licenses: CIMA®, CIMC®, CFA ®, CFP®, ChFC®, or CPA license
Undergo and pass a background check
Five years of experience in financial services or delivering services to high-net-worth clients
Educational Requirements:
Complete the following:
- Self-study education
- Five-day classroom education program at The University of Chicago Booth School of Business
Examination Type:
An in-class certification examination
Required Continuing Education/Experience:
40 hours every two years
Accredited By:
None
Certified Private Wealth Advisor® and CPWA® are registered trademarks of Investment Management Consultants Association
Chartered SRI CounselorSM (CSRIC®)
Issuing Organization:
College for Financial Planning (A Kaplan Company)
Required Prerequisites/Experience:
None
Education Requirements:
Complete the following:
- On-line self-study CSRIC course and exam to be completed within 120 days of receiving program access
Examination Type:
On-line; closed book
Required Continuing Education/Experience:
16 hours every two years
Accredited By:
None
ICF Certified Accredited Career Coach
Issuing Organization:
Institute For Career Coaching
Required Prerequisites/Experience:
None
Educational Requirements:
6 Learning modules that be completed at your own pace.
Examination Type:
Six short open book quizzes and one short 2-3 paragraph written assignment for each module. Must achieve a score of 70% to become certified.
Required Continuing Education/Experience:
None
Accredited By:
International Coaching Federal (ICF)
Chartered Retirement Planning CounselorSM – CRPC®
Issuing Organization:
College for Financial Planning – a Kaplan Company
Required Prerequisites/Experience:
None
Educational Requirements:
Online self-study CRPC course and exam to be completed within 120 days of receiving program access; instructor-led option based on availability.
Examination Type:
Online, closed-book final exam.
Required Continuing Education/Experience:
16 hours ever 2 years
Accredited By:
None