Barron's Finance 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.
Top 100 Independent Financial Advisors
America's Top Wealth Advisors
Stack Financial Management was named among “America’s Top Wealth Advisors” in 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.
Best-In-State Wealth Advisors
Stack Financial Management has been named to the Forbes 2020 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.