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 2023 “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 #72 in the 2023 “CNBC Financial Advisor 100 List.” See Important Disclosures.

The CNBC FA 100 recognizes those advisory firms that best help people navigate their financial lives.  The 2023 CNBC FA 100 list was published on September 12, 2023, 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 2023 list of the “Top 100 Independent Advisors” in the United States.  This year represents their 16th 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 250 Wealth Advisors

Stack Financial Management was named among “America’s Top Wealth Advisors” in 2024 by ForbesThe 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 2024 list of the “Top 1200 Financial Advisors by State” and has earned this recognition for eleven consecutive years!  See Important Disclosures.

Best-In-State Wealth Advisors

Stack Financial Management has been named to the Forbes 2024 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.