Barron's Feature Interview with Founder James Stack Top 1200 Financial Advisors
On March 8, 2024, Stack Financial Management (SFM) was ranked #1 in the state of Montana in the Barron’s 2024 list of the “Top 1200 Financial Advisors by State.” In addition, Jim Stack was selected from this prestigious list of 1200 advisors for a feature interview with Greg Bartalos. While working remotely with clients is a new obstacle for many firms after the pandemic, SFM has been successfully serving clients across the US since its inception in 1994. Jim dives into how SFM attracts and retains its clients as well as reveals the risks he sees in this market. Read the full feature article below.
The formula Barron’s uses to rank advisors is proprietary and has three major categories of calculations: assets under management, revenue, and quality of practice. They also consider a wide range of qualitative factors, including the advisors’ experience, their advanced degrees and industry designations, the size, shape, and diversity of their teams, their charitable and philanthropic work, and their compliance records. Barron’s is a registered trademark of Dow Jones & Company, Inc.
For more information about Barron’s “Top 1200 Financial Advisors by State” methodology, visit:
https://www.barrons.com/articles/barrons-top-1200-advisors-methodology-1cd028bf
