Stack Financial Management (SFM) has been named among “America’s Top Wealth Advisors” in 2025 by Forbes. This recognition is an important achievement for SFM, reflecting the firm’s continued success, entrepreneurial drive, and long-standing commitment to providing a sustainable financial future for its clients.
The ranking methodology for America’s “Top Wealth Advisors” was developed by SHOOK Research and is based on compliance records, industry experience, assets under management, and revenue trends, among other criteria. SHOOK received 48,944 nominations for this list. Of those nominees, 27,586 were invited to take part in an online survey. SHOOK then completed telephone, virtual, and in-person interviews with nominees to determine the final list of 250. SHOOK seeks role-model firms when developing their rankings – those that are leading the way in following best practices and providing a high-quality experience for clients.