Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only advisory firm headquartered in Rockford, IL, and with a location also in McLean, has been recognized by InvestmentNews as one of the top 50 fee-only Registered Investment Advisors (RIAs) in the nation. This is the thirteenth time Savant has been recognized by the financial trade publication.
Savant earned the #21 spot for 2020, climbing 11 spots from the 2019 ranking. The list is based on total assets under management (AUM). To qualify for the top 50 list, firms must provide financial planning services, have at least $100 million in AUM, have provided investment advisory services to clients during the most recent fiscal year, not be actively engaged in business as a broker-dealer, and not receive commissions, among other criteria.
“We are honored to be recognized as one of the top 50 firms in the nation by InvestmentNews,” said Brent Brodeski, CEO of Savant. “As a trusted advisor, we serve our clients by acting in their best interest. Our continued growth in AUM and the number of clients we serve can be attributed to this philosophy, coupled with the great work of Team Savant.”
The recognition comes on the heels of earning other industry top rankings from Financial Times and Accounting Today. For more information about Savant Wealth Management, visit savantwealth.com.
About Savant Wealth Management
Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.6 billion in assets under management. Savant Wealth 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 headquartered in Rockford, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant Wealth Management by any of its clients. ANY QUESTIONS: Savant Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.