Riley Barr

Financial advisor at Freestone Capital Holdings, LLC · Seattle, WA

Last updated 2026-10-10

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Riley Barr is a financial advisor at Freestone Capital Holdings, LLC in Seattle, WA, CRD 5992701. Licenses and exams on the registration: Series 66. IAPD registration began 2013-07-10.

Registration

CRD number
5992701
Registration status
Active
IAPD registration
2013-07-10
Industry Experience
13 years
Work Experience
11 years
States registered
CA, TX

Licenses and exams

  • Series 66

Designations

  • CFP®

Work history

  • 2019-05 to Present · Freestone Capital Management LLC · Seattle, WA
  • 2015-02 to 2019-05 · Scharf Investments, LLC · San Francisco, CA

Current employment

SEC IAPD record for Riley Barr

Freestone Capital Holdings, LLC

Regulatory AUM
$14,540,825,662
Registered advisors
66
Offices
7
Clients per advisor
45.4 (Low)
Average AUM per client
$4.9M (Moderate)
High-net-worth client ratio
44.7% (Moderate)

Freestone Capital Holdings, LLC: advisors, services and reported ETF investments

About

Riley Barr is a CFP® financial advisor at Freestone Capital Management, LLC, operating as Freestone Capital Holdings, LLC in Seattle, WA. Reported securities licenses include Series 66. The latest record indicates 13 years of industry experience and 11 years of reported work history. Reported roles include Scharf Investments, LLC.

Freestone Capital Holdings, LLC's firm-level Form ADV reports 66 advisors across 7 offices; approximately 45.4 clients per advisor, average assets per client of $4,856,655, and regulatory AUM of $14.5B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Selection of Other Advisers, Educational Seminars or Workshops.

PortfolioFuture's firm-level 13F analysis covers $1.7B across 208 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Riley Barr personally.

Reported ETF positions

Freestone Capital Holdings reports 208 ETF positions worth $1.7B on Form 13F; the largest are listed.

Largest ETF positions reported by Freestone Capital Holdings
FundReported value
IVV — iShares Core S&P 500 ETF$537.6M
VEA — Vanguard FTSE Developed Markets ETF$208.5M
SPY — SPDR S&P 500 ETF TRUST$116M
AGG — iShares Core U.S. Aggregate Bond ETF$106.5M
BSV — Vanguard Short-Term Bond ETF$105.9M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Freestone Capital Holdings, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Performance-Based Fees

Business and affiliations

  • Commodity Pool Operator or Trading Advisor
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

701 5th Avenue, Seattle, WA 98104

65 advisors at this office.

Freestone Capital Holdings office in Seattle, WA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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