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 “Top Women Wealth Advisors Best-in-State”
We are proud to announce that Annell Danczyk has been named to Forbes 2026 list of “Top Women Wealth Advisors Best-in-State.”
2025 Barron’s Top 100 Independent Advisors
SFM Celebrates 18 Years of Recognition on Barron's "Top 100 Independent Advisors" List. Being included in this prestigious list reinforces our long-standing commitment to putting our clients’ interest first.
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
2025 Barron’s Top 1200 Financial Advisors
On March 7, 2025, Stack Financial Management (SFM) was ranked #1 in the state of Montana in the Barron’s 2025 list of the “Top 1200 Financial Advisors by State.”
2024 CNBC Financial Advisor 100
SFM Climbs to #57 on 2024 CNBC "Financial Advisor 100." The CNBC FA 100 recognizes the "top advisory firms that best help clients successfully navigate their financial lives."