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Freestone Capital Management
Work Here?
Independent, fee-only wealth management for HNW
Freestone Capital Management
Work Here?
Independent, fee-only wealth management for HNW
Overview
Freestone provides independent, fee-only wealth advisory services for select high-net-worth individuals and families, offering a full suite of services to protect, grow, and transfer wealth. It works as a fiduciary, charging fees rather than commissions, and delivers personalized wealth management through investment oversight, tax and estate planning coordination, retirement planning, and risk management with ongoing monitoring. The firm is independently owned and fee-only, which aligns its interests with clients and avoids product-sales conflicts, serving a selective client base with a coordinated set of services. Its goal is to protect, grow, and transfer clients’ wealth across generations while giving them the freedom to focus on what matters most in life.
About Freestone Capital Management
Industries
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Seattle, Washington
Founded
1999
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Simplify's Take
What believers are saying
- Carolyn Barnette joined September 2026, strengthening investment commentary after thirteen BlackRock years.
- Beth Wraga and Jonathan Wittlin expanded San Francisco advisory capacity in 2023.
- May 27, 2026 PEF joint venture broadens Freestone's affordable-housing platform.
What critics are saying
- Citywire reported March 17, 2026, Freestone pursued a minority stake sale via Piper Sandler.
- Private equity minority ownership often pressures advisor autonomy within twelve months.
- Real estate concentration in Seattle, especially August 2026 acquisitions, ties returns to one market.
What makes Freestone Capital Management unique
- 2026 AUM reached $15 billion, signaling real scale in fee-only wealth management.
- Erik Morgan ranked Barron's #6 independent advisor on September 22, 2026.
- Freestone spans wealth advisory and real estate investing across five West Coast offices.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Paid Vacation
Paid Holidays
Parental Leave
Company Social Events
Company News
Freestone Capital Management, a Seattle-based registered investment adviser, has appointed Carolyn Barnette as managing director of its investment team. Barnette will develop market and portfolio insights for client advisers, translating complex investment information into clear communications. She brings 17 years of industry experience, including 13 years at BlackRock. She most recently served as head of market and portfolio insights for US wealth at BlackRock, and previously led the firm's metro portfolio consulting team. Founded in 1999, Freestone is a fee-only wealth advisory and asset management firm that has grown from $250 million to over $15 billion in assets under management. The firm serves individuals and families across the US from offices in Seattle, San Francisco, Silicon Valley, Santa Barbara, and Anchorage.
Freestone Capital acquires 106-unit multifamily property in Seattle for $32.2M. September 1, 2026 SEATTLE - Freestone Capital has acquired Aperture on Fifth, a 106-unit multifamily property located in the Denny Triangle neighborhood of Seattle. PrivatePortfolio GroupFreestone Capital sold the property for $32.2 million, or $304,245 per unit. Giovanni Napoli, Philip Assouad, Ryan Harmon, Nick Ruggiero and Anthony Palladino of Institutional Property Advisors (IPA), a division of Marcus & Millichap, represented the seller and procured the buyer, both of which are Seattle-based, in the transaction. Built in 2014, Aperture on Fifth comprises studio, one- and two-bedroom apartments along with a central atrium courtyard, rooftop deck with a bocce ball court, fitness center, bike storage, package lockers, pet wash area and an underground parking garage. Some units feature views of the Space Needle and the downtown Seattle skyline.
Firm and Portfolio Manager Sean Carr Honored for Innovation and Next-Gen Rising StarSEATTLE, Dec. 16, 2024 /PRNewswire/ -- Freestone Capital Management ("Freestone"), a Seattle-based Registered Investment Advisor managing $11 billion in Assets Under Management (AUM), has been named a winner in the ThinkAdvisor 2024 Luminaries Awards for Innovation. Additionally, Sean Carr, a Portfolio Manager, was honored as a Next-Gen Rising Star, underscoring the firm's commitment to fostering talent and driving industry innovation.Now in its fourth year, the ThinkAdvisor Luminaries Awards celebrate organizations and individuals in financial services for their contributions in innovation, leadership, and client impact. Winners are selected by a panel of distinguished judges and were celebrated at last week's awards ceremony."Being recognized for innovation is a testament to Freestone's dedication to delivering forward-thinking solutions and operational excellence," said Gary Furukawa, Freestone's Founder and Chief Investment Officer. "By leveraging technology, I believe we've not only streamlined complex processes but also enhanced our client advisors' ability to serve our clients. In the days of passive indexing and cookie-cutter investment strategies, I believe Sean Carr's achievements prove there is still room for creativity and opportunistic investing to help clients achieve their financial goals."Freestone's award-winning innovations include the adoption of technologies that have transformed its operational efficiency in managing its suite of private funds, representing over $2 billion in client assets
Freestone Capital Management hires seasoned Advisor Beth Wraga, strengthening San Francisco team.
SAN FRANCISCO--(BUSINESS WIRE)--Freestone Capital Management today announced that Beth Wraga has joined the firm’s San Franciso office. She will report to Jim Hughes, Head of Client Advisory, and joins Freestone’s team of 28 advisors. Beth Wraga brings 30 years of financial services experience, most recently with a boutique Registered Investment Advisor. Her three decades in financial services spans private wealth management, investor relations, institutional equity sales, and equity research. Throughout her impressive career, she served as the Director of Investor Relations and Marketing at two San Francisco-based technology-focused hedge fund managers. Prior to that, she spent over 13 years at Goldman Sachs, as a Vice President in Institutional Equity Sales and an Associate in Global Investment Research covering the technology sector
Freestone Capital Management is Hiring for 12 Jobs on Simplify!
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About Freestone Capital Management
Industries
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Seattle, Washington
Founded
1999
Freestone Capital Management is Hiring for 12 Jobs on Simplify!
Find jobs on Simplify and start your career today