The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

57. Stack Financial Management

CNBC.com staff@CNBC
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Stack Financial Management, based in Whitefish, Montana, is ranked No. 57 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.9B

Years in Business: 30

Accounts Under Management: 1,542

Previous appearances on FA 100 List: 1 (No. 72 in 2023)

Principals:

James Stack, Founder & Chief Executive Officer

Annell Danczyk, Vice President & Senior Portfolio Manager

Zach Jonson, Chief Investment Officer

Contact:

stackfinancialmanagement.com

625 Wisconsin Avenue, Whitefish, MT 59937

(406) 862-8000

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