Recognition

We are proud to be recognized within our industry

Barron's Hall of Fame article

Barron's Financial Advisors Hall of Fame

Stack Financial Management has been named to the Barron’s 2019 Hall of Fame! 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.

Barrons

Top 100 Independent Financial Advisors

Stack Financial Management has made the Barron’s list of the “Top 100 Indendepent Financial Advisors in the United States in 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2008, and 2007. See Important Disclosures.

Each year, Barron’s ranks a select 100 advisors who have completed a 102 question survey about their firm. The ranking is ordered based on assets, revenue, and quality of practice. The rankings are intended to help investors narrow their search when hiring an advisor.

America's Top Wealth Advisors

Stack Financial Management was named among “America’s Top Wealth Advisors” in 2020, 2019, and 2018 by Forbes. See Important Disclosures. 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. Out of over 30,000 nominations received, SHOOK Research ultimately selects 250 advisors. Stack Financial Management is honored to be one of the 250.

Top 1200 Advisors by State

Stack Financial Management has been ranked #1 for the state of Montana in the Barron’s list of the “Top 1200 Advisors by State” in the years 2020, 2019, 2018, 2017, 2016, 2015, and 2014.  See Important Disclosures.

Best-In-State Wealth Advisors

Stack Financial Management has been named to the Forbes 2021 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.