SFM Celebrates 17 Years of Recognition on
Barron’s “Top 100 Independent Advisors” List
Stack Financial Management ranks as one of Barron’s “Top 100 Independent Advisors” in the United States for 2024. This marks SFM’s 17th year of recognition by Barron’s, reaffirming the Team’s unwavering commitment to our clients’ financial success.
The “Top 100 Independent Financial Advisors” list is determined by a rigorous assessment process that ranks qualified advisors using an extensive list of over 100 criteria that include client satisfaction and retention, quality of the practice, assets under management, revenue growth, succession planning, and range of staff, to name a few. The ranking is responsive to trends and important issues in the industry, and it focuses on the criteria that should matter most to investors.
For more information about Barron’s “Top 100 Independent Advisors” methodology, visit:
https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04
