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Rockford Sun

Tuesday, May 7, 2024

STATELINE CHAMBER OF COMMERCE: Savant Ranked Among the Nation’s Leading RIA and Accounting Firms

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Stateline Chamber of Commerce issued the following announcement on Aug. 12.

Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only advisory firm headquartered in Rockford, 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.

Original source can be found here.

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