SFM Celebrates 18 Years of Recognition on Barron’s “Top 100 Independent Advisors” List
Stack Financial Management (SFM) was recently named to Barron’s 2025 list of the “Top 100 Independent Financial Advisors” in the United States – climbing in ranking from #66 to #63. SFM was also ranked #1 in Montana on Barron’s 2025 “Top 1200 Advisors by State.” This marks the 18th year of recognition for SFM by Barron’s.
“Being included in this prestigious list reinforces our long-standing commitment to putting our clients’ interest first. Through hard work and dedication, our team is constantly looking for ways to improve the client experience. At the same time, our unique ‘safety-first’ investment philosophy continues to provide solid returns while reducing volatility.”
The elite group of advisors considered for Barron’s “Top 100” are ranked on an extensive list of over 100 criteria that includes assets under management, client satisfaction and retention, quality of the practice, revenue growth, succession planning, and professional designations of staff to name a few. The ranking is responsive to trends and important issues in the industry and focuses on the criteria that should matter most to investors.
