Barron's Financial Advisors Hall of Fame

Stack Financial Management is now 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.


Top 100 Independent Advisors

Stack Financial Management has once again been included on Barron’s 2022 list of the “Top 100 Independent Advisors” in the United States.  This year represents their 15th 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 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 2022 by Forbes.  This is the fifth year in a row that SFM was included in this list.  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 36,000 nominations received, SHOOK research ultimately selected 250 advisors. Stack Financial Management is honored to be one of the 250.


Top 1200 Financial Advisors by State

Stack Financial Management has been ranked #1 for the state of Montana in the Barron’s 2022 list of the “Top 1200 Financial Advisors by State” and has earned this recognition for nine consecutive years!  See Important Disclosures.

Best-In-State Wealth Advisors

Stack Financial Management has been named to the Forbes 2022 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.