Whitefish’s Stack Financial climbs in national rankings

Whitefish’s Stack Financial Management (SFM) climbed from #72 to #57 on the 2024 CNBC Financial Advisor 100 list. This is the second year SFM has been named to this elite list which recognizes the “top advisory firms in the country that help clients successfully navigate their financial lives.”  

SFM is the only firm in Montana to be ranked on this list.  

Stack Financial Management is a nationally recognized, independent Registered Investment Advisor (RIA) based in Whitefish managing over $1.9 billion in assets for individuals, families and business owners across the U.S.  

“Our goal is to provide our clients a deeply researched and thoughtful approach to investing as we navigate one of the most challenging market environments of the last 15 years. This achievement is a testament to our team’s unwavering dedication and unparalleled client service,” said Zach Jonson, SFM chief investment officer. 

The top 100 firms were narrowed down from an initial list of over 40,000 RIAs. 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.