ounded in 1999, Freestone Capital Management offers comprehensive services to help Alaskans protect, grow, and transfer their wealth. As an independent, fee-only firm with more than $14 billion under management, Freestone draws on decades of expertise to guide clients through complex financial decisions. The firm’s advisors are supported by in-house estate planning, tax, and investment teams that collaborate to address clients’ distinct needs.

As a fiduciary, Freestone is legally obligated to act in its clients’ best interests. Thus, Freestone emphasizes long-term relationships and thoughtful advice—not products or transactions. “We take the time to understand our clients’ lives, values, and goals, and bring the right expertise to support them,” says Anchorage-based Jenny Doherty, CFP®, who grew up in Homer. With no state income or estate tax and some of the most trust-friendly laws in the country, Alaska offers opportunities for retirement planning, estate structuring, and multi-generational wealth transfer.

Freestone—ranked #12 on the Forbes 2025 List of America’s Top RIA Firms—combines the sophistication of a leading national firm with its personalized approach. The firm’s investment expertise spans across tradtional and alternative asset classes. Investment recommendations are based on client objectives—not a preset portfolio allocation. For eligible clients, Freestone offers access to private equity, real estate, and other alternative investments.

By blending local insight with in-house expertise across planning and investments, Freestone enables clients to make confident decisions. “Our client-centric model means clients in Alaska receive advice that is personalized, and grounded in the realities of home,” Doherty says.

Disclosures:

AUM as of 12/31/2025. Forbes ranking is based on data provided by the firm. The award is based on data as of 3/31/2025. Freestone did not pay a fee to be considered for this recognition. Forbes requires a fee for use of award logos and reprints in marketing materials.