| Best-in-state Wealth advisors

STACK FINANCIAL MANAGEMENT WHITEFISH, MONTANA AUM: $1.2 BILLION

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.