Stack Financial Management (SFM) has been named to Forbes 2024 list of “America’s Top RIA Firms.” Registered Investment Advisory (RIA) firms are bound by a stringent fiduciary standard to work in a client’s best interest. The list “highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term.” This is SFM’s second time on this exclusive list of 250 firms from around the country, and SFM is the only firm named in Montana to receive this distinction.
The ranking methodology for “America’s Top RIA Firms” was developed by SHOOK Research and is based on compliance records, industry experience, assets under management, and revenue trends, among other criteria. SHOOK received 46,212 nominations for this list. Of those nominees, 25,103 were invited to take part in an online survey. SHOOK then completed telephone, virtual, and in-person interviews with nominees to determine the final list of 250. 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.
View the full Forbes Top RIA Firms Methodology.