| Best-in-state Wealth ad­vi­sors

STACK FI­NAN­CIAL MAN­AGE­MENT WHITEFISH, MON­TANA AUM: $1.2 BIL­LION

Forbes - - CONTENTS - By HalaH Touryalai, mag­gie mc­graTH and KrisTin sToller

In the age of robo-ad­vice, meet­ing clients face-to-face can be a real com­pet­i­tive ad­van­tage. Here are the top-ranked ad­vi­sors in all 50 states.

“I think the view of Wall Street is much clearer from 2,500 miles away,” says the vet­eran ad­vi­sor who ed­its the In­vestech news­let­ter from his of­fice in Whitefish, Mon­tana. “Es­pe­cially when things get very emo­tional and spec­u­la­tive, like they’ve been in the past year or two.” Re­cently, the “safety first” Stack, 66, loaded his client port­fo­lios up on cash, in­creas­ing the al­lot­ment from 16% to 22%.

“If we err, we want to err on the side of cau­tion,” he says.

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