Forbes 2026 “America’s Top 250 Wealth Advisors”
On April 7, 2026, Stack Financial Management (SFM) was named among “America’s Top 250 Wealth Advisors” by Forbes.
Forbes 2026 “Best-in-State Wealth Advisors”
Stack Financial Management (SFM) is honored to be recognized as the leading firm in Montana. On April 7, 2026, SFM was ranked #1 in the state of Montana in the Forbes 2026 list of the "Best-in-State Wealth Advisors."
Forbes 2025 Top RIA Firms
October 1, 2025 - Stack Financial Management (SFM) has been named to Forbes 2025 list of “America’s Top RIA Firms.”
Forbes 2025 Top 250 Wealth Advisors
April 8, 2025 - Stack Financial Management (SFM) has been named among “America’s Top Wealth Advisors” in 2025 by Forbes