Industry trade publications release national rankings of top RIA and CPA firms in 2018
McLEAN, Va. (July 24, 2018) – Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with locations in McLean, VA; Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, and Wilmette, IL; and Madison and Park Falls, WI, has been recognized by Financial Advisor, Financial Times, and InvestmentNews as a leading Registered Investment Advisor (RIA) firm and by Accounting Today as one of the nation’s leading CPA firms by assets under management (AUM).
Financial Advisor magazine has ranked Savant #48 in its 2018 list of top RIA firms – climbing five spots from 2017. The list includes more than 700 RIAs from across the nation and is based on a survey of the firms’ discretionary AUM. This is the tenth consecutive year Savant has made the list. To view the complete list, click here.
Additionally, Savant has been named to the Financial Times’ “FT 300: Top Registered Investment Advisers” list for 2018. The firm is one of 21 Illinois RIA firms to be recognized. The results of the list were based on AUM, asset growth rate, the firm’s longevity, compliance record, industry certifications, and online accessibility. This is the fifth year that Savant has been recognized. Click here to view the complete list.
The firm also was named by financial trade publication InvestmentNews as one of its 2018 nationwide ranking of leading RIA firms. Savant ranked #47 on the comprehensive list of more than 2,100 firms. The list is based on total AUM and is the eleventh time Savant has been recognized. To view the full list, click here.
Accounting Today magazine has ranked Savant for the sixth time in its “Top Wealth Magnet” list. Advancing one spot from 2017, Savant was named #4 out of 150 leading CPA financial planning firms in the United States. Savant is part of the “Billion Dollar Club” category based on AUM. Today, the firm manages nearly $6 billion in assets for its clients. Click here for the complete list.
“We are honored by the ongoing recognition we have received from the industry’s leading trade media, and are proud to be listed alongside the nation’s leading RIA and accounting firms,” said Brent Brodeski, CEO of Savant. “Our success is a direct reflection of Team Savant’s dedication to helping build ideal futures for our clients and the communities we serve.”
For more information about Savant Capital Management, visit savantcapital.com.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm serving clients for 30 years with nearly $6 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being featured on the Forbes’ top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.
Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Click here for more information about Savant or to view our Important Disclosures.
Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.