Stack Financial Management (SFM) has been named among Forbes 2026 list of “Best-in-State Wealth Advisors” and #1 in the state of Montana. SFM is honored to be recognized as the leading firm in Montana, and this award reflects the firm’s continued commitment to excellence, a disciplined investment strategy, and a client-centric approach to asset management.
The ranking methodology for the list of “Best-in-State 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 52,043 nominations for this list. Of those nominees, 29,109 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. 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.