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 2024 “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.
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.
Top 100 Independent Advisors
Stack Financial Management has once again been included on Barron’s 2024 list of the “Top 100 Independent Advisors” in the United States. This year represents their 17th recognition to this prestigious list. See Important Disclosures.
Each
year, Barron’s ranks
a select 100 advisors who have completed an extensive survey about their firm.
The ranking is ordered based on assets under management, revenue, and quality
of practice. The rankings are a tool
intended to help investors narrow their search when hiring an advisor.
America's Top 250 Wealth Advisors
Stack Financial Management was named among “America’s Top Wealth Advisors” in 2025 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 1200 Financial Advisors by State
Stack Financial Management has been ranked #1 for the state of Montana in the Barron’s 2025 list of the “Top 1200 Financial Advisors by State” and has earned this recognition for 12 consecutive years! See Important Disclosures.
Best-In-State Wealth Advisors
Stack Financial Management has been named to the Forbes 2025 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.