Stateline Chamber of Commerce issued the following announcement on Nov. 2.
Savant Wealth Management has been named a top 15 firm by number of advisors, according to business information company Financial Planning.
A nationally recognized, fee-only wealth management firm headquartered in Rockford, Savant Wealth Management (formerly Savant Capital Management) was ranked No. 4 by number of advisors. At the time of the ranking, the firm had 79 advisors and managed $6.69 billion in assets.
Financial Planning named Savant to its top 15 list, which only included firms that specifically provide financial planning services to retail clients on a fee-only basis. Firms were required to serve at least 50 percent individual or high-net-worth clients, and could not take commissions or retain broker-dealer affiliations. Rankings also were based on the number of investment advisor representatives listed on SEC Form ADV as of May 1, 2020.
Through digital, print, social media, and live event platforms, Financial Planning is an industry resource for more than 460,000 financial planning professionals. Click here to view the complete top 15 list.
Original source can be found here.
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