Recognition

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Barron's Hall of Fame article

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.

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 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 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.

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Important Notice

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Schwab is a registered broker-dealer, and is not affiliated with Stack Financial Management or any advisor(s) whose name(s) appears on this Website. Stack Financial Management is independently owned and operated. Schwab neither endorses nor recommends Stack Financial Management. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Stack Financial Management under which Schwab provides Stack Financial Management with services related to your account. Schwab does not review the Stack Financial Management Website, and makes no representation regarding the information contained in the Stack Financial Management Website, which should not be considered to be either a recommendation or a solicitation by of any offer to purchase or sell any securities.

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