Barron's Financial Advisors Hall of Fame
Stack Financial Management is a member of the Barron’s Hall of Fame after reaching their ten year milestone in 2019! See Important Disclosures.
According to Barron’s, the Hall of Fame is an award honoring a group of advisors who exemplify long-term success and commitment to their clients. Each member of the Hall of Fame has appeared in 10 or more Barron’s annual Top 100 Advisor Rankings. Click here to read the full article.
Forbes Top RIA Firms
Stack Financial Management has been ranked in the 2025 “Forbes Top RIA Firms.” See Important Disclosures.
This Forbes ranking of America’s Top RIA Firms, developed by Shook Research, is based on factors like revenue trends, assets under management, compliance records, and industry experience. 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.
Top 100 Independent Advisors
Stack Financial Management has been recognized by Barron’s on the 2026 list of “Top 100 Independent Advisors” in the United States. This marks the firm’s 19th appearance on this prestigious list and reflects the continued commitment to serving clients with a thoughtful, disciplined, and concierge approach to wealth management.
Each year, Barron’s evaluates advisors nationwide through an extensive survey of their firms and practices. The ranking considers a range of factors, including assets under management, revenue, and quality of practice, and is designed to help investors identify and evaluate financial advisors. See Important Disclosures.
America's Top 250 Wealth Advisors
Stack Financial Management was named among “America’s Top Wealth Advisors” in 2026 by Forbes. The 250 advisors were nominated by their firm and then vetted and ranked by SHOOK research. Rankings are based on interviews, industry experience, compliance records, revenue produced, and assets under management. Stack Financial Management is honored to be one of the 250. See Important Disclosures.
Top 1500 Financial Advisors by State
Stack Financial Management has been ranked in the Barron’s 2026 list of the “Top 1500 Financial Advisors by State” and has earned this recognition for 13 consecutive years!
Barron’s measures the growth and client retention rate of each advisor’s practice to determine rankings, as well as a wide range of qualitative factors, including their experience, advanced degrees and industry designations, and their charitable and philanthropic work. See Important Disclosures.
Best-In-State Wealth Advisors
Stack Financial Management has been named to the Forbes 2026 list of “Best-In-State Wealth Advisors,” and #1 in the state of Montana. This list is a ranking of the best national, regional, and independent firms in the United States which is provided by SHOOK Research. See Important Disclosures.
CNBC Financial Advisor 100
Stack Financial Management has been ranked #57 in the 2024 “CNBC Financial Advisor 100 List.” See Important Disclosures.
The CNBC FA 100 recognizes those advisory firms that help clients successfully navigate their financial lives. The 2024 CNBC FA 100 list was published on October 2, 2024, and was selected using a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions.