Savant Ranked Among the Nation’s Leading RIA and Accounting Firms
Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only advisory firm headquartered in Rockford, Illinois, and which has an office in McLean, has been recognized by Financial Times as a leading Registered Investment Advisor (RIA) and by Accounting Today as one of the nation’s leading Certified Public Accountant (CPA) firms by assets under management (AUM).
Financial Times has recognized Savant in its “FT 300: Top Registered Investment Advisers” list for 2020. More than 700 RIAs were considered, with 300 making the list. Areas of consideration are RIAs registered with the U.S. Securities and Exchange Commission that have more than $300 million in AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record, and online accessibility. This is the eleventh year Savant has made the list. To view the complete list, click here.
Accounting Today magazine has ranked Savant for the eighth time in its “Top Wealth Magnet” list. Savant was ranked #3 out of more than 100 leading CPA financial planning firms in the United States. Savant is part of the “Billion Dollar Club” category based on AUM, managing more than $8.6 billion in assets for its clients. Click here for the complete list.
“We are honored to be recognized by Financial Times and Accounting Today and to be ranked alongside the nation’s most successful RIA and accounting firms,” said Brent Brodeski, CEO of Savant. “These recognitions are the result of our comprehensive financial planning services, holistic approach and most importantly, our team and the relationships we have with our clients.”
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, Illinois, 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.