Whitefish's Stack Financial ranked among top firms

Stack Financial Management of Whitefish was ranked no. 72 in the 2023 CNBC Financial Advisor 100.

This elite list recognizes the “top advisory firms in the country that are helping guide clients through the journey of financial freedom.”

In assembling this list, CNBC considers the firm’s number of years in business, compliance record, number of investment advisors registered with the firm, and assets under management, among other factors.

Stack Financial Management is the only firm in Montana to be ranked on this list.

From an initial list of over 40,000 Registered Investment Advisors, CNBC, with the help of AccuPoint Solutions, narrowed the field to 812 firms that met their proprietary criteria. These RIAs were sent extensive surveys to complete to gather more details.

CNBC then verified the data with those firms and with the SEC regulatory database. AccuPoint Solutions applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms. CNBC does not charge any type of fee to advisors to be listed in the annual ranking.

“We are honored to be nationally recognized on this prestigious list,” says James Stack, SFM's Chief Executive Officer. “To be selected from over 812 firms is a major accomplishment, and is evidence of the incredible team we have built here in Whitefish over the past 29 years. Every member of our organization is dedicated to providing a concierge client experience, and this ranking is a testament to that excellence.”

Stack Financial Management manages over $1.8 billion in assets for individuals, families and business owners across the U.S.