CFP®, CIMA®
Lead Advisor / Financial Advisor / Member Owner
The most enjoyable part of my job is learning from our clients—how they got to where they are in life, what’s important to them, and how their goals have changed. Not only does this help us develop a roadmap for their financial goals, but it also helps me gain new insights into different areas of my life.
Adam Glassberg serves as a lead advisor and financial advisor in Savant’s Downers Grove, Illinois, office, where he focuses on guiding successful professional pre-retirees and retirees toward financial independence. He works closely with clients on comprehensive planning strategies that include wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash-flow projections, retirement income optimization, insurance evaluations, debt management, and education funding.
Adam entered the financial services field in 2008 when he joined D3 Financial Counselors, where he later became co-owner before the firm joined Savant in 2018. In 2019, InvestmentNews named him one of the top 40 financial advisors in the United States under age 40.1 In 2026, InvestmentNews recognized Adam as one of the Best Financial Planners in the United States, naming him to its 5-Star Financial Planners list2. Also in 2026, AdvisorHub named him to its “250 Advisors to Watch” RIA ranking, earning him the No. 223 spot in the ranking3.
He earned a bachelor’s degree in business with a concentration in finance from Eastern Illinois University in Charleston. Adam is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Investment Management Analyst® (CIMA®) designation.
Outside of the office, Adam enjoys staying active through biking, skiing, and disc golf. He and his wife, Amanda, have two daughters, Addison and April. He also loves Chicago’s sports, music, and food scenes, and he often spends his free time experimenting in the kitchen.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
1 2019 InvestmentNews Top 40 Financial Advisors under 40: This annual rating published in June 2019 based on nominations submitted by March 31, 2019. This award recognizes young talent doing notable things in the finance industry. The winners were chosen from a pool of nearly 1,000 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Savant did not pay a fee to participate in this rating.
2 2026 InvestmentNews 5 Star Financial Planners: InvestmentNews’ 5 Star Financial Planners were selected through a nationwide, nomination-based survey between November 3 and 28, 2025. Nominations were reviewed and benchmarked by the InvestmentNews editorial team, resulting in 80 honorees selected from 231 nominations. Savant did not pay a fee to participate. More information about the award methodology can be found here: ow.ly/h2AC30sVjmp
3 2026 AdvisorHub 250 Advisors to Watch: RIAs: This rating was published in June 2026 and was based on data from 12/31/24 to 12/31/25. AdvisorHub ranked financial advisors on a 100-pt scale in three categories. Scale: relative size of assets, production and quality of service; Growth: relative year-over-year change in assets, clients and production; and Professionalism: regulatory record, community involvement, mentorship and team makeup. Advisors must have at least $150m in AUM, seven years’ experience, two years at current firm and in good standing, and a clean regulatory record with two or fewer complaints and no significant judgments. Savant did not pay a fee to be considered for this ranking.
Methodology: https://www.advisorhub.com/resources/2026-advisors-to-watch/