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Rockford Sun

Monday, December 30, 2024

SAVANT WEALTH MANAGEMENT: Savant Ranked as One of America’s Best Wealth Management Firms

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Savant Wealth Management issued the following announcement on Oct. 9.

Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only advisory firm headquartered in Rockford, has been named to Barron’s Top 100 Registered Investment Advisory (RIA) Firms ranking for 2020 and to RIA Channel’s Top 100 Wealth Managers list for 2020.

Barron’s, a weekly newspaper that reports on current financial information and market developments, weighed numerous factors in the rankings including technology spending, staff diversity, and succession planning. Throughout the years, Savant has been consistently recognized by the publication, most recently earning the No. 29 spot on its 2020 list of Top 100 RIA Firms in the nation.

RIA Channel, which provides educational investment content and events for the largest financial advisor community in the industry, ranked Savant #16 in its list of Top 100 Wealth Managers for 2020. The ranking includes wealth management firms based on size and growth in assets as of June 30, 2020, as reported to the SEC, regulatory data, organic research, and advisor surveys.

Savant manages more than $8.3 billion in assets for its more than 6,300 clients worldwide. The firm has 18 offices located in Arizona, Illinois, New Mexico, Virginia, and Wisconsin.

Original source can be found here.

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