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Monday, December 30, 2024

SAVANT WEALTH MANAGEMENT: Savant Lands Among the Top 50 Firms in the Nation

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Savant Wealth Management issued the following announcement on Aug. 19.

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

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