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Savant Advisor Ranked on Forbes’ Best-in-State Wealth Advisors List

Jakob Loescher named No. 43 in Illinois

Financial Advisor Jakob Loescher with Savant Wealth Management, a nationally recognized, fee-only wealth management firm headquartered in Rockford, landed on Forbes’ 2021 Best-In-State Wealth Advisors list. Loescher is ranked No. 43 out of 118 Illinois-based wealth management advisors.

Loescher has been involved in the financial services industry since 2007. He is a financial advisor and employee-member of Savant; a member of its Advisory Council, an internal panel that provides input on ways to improve the client experience; and is a Team Leader of six other advisors who together serve more than 900 clients with a combined $1 billion in assets.

“I am honored to be ranked among the top financial advisors in Illinois,” said Loescher. “Through some of my own personal life experiences, I have come to understand that the one thing that matters most is the relationships we build. To that end, I deeply care about the future of each family I work with and I consider it a privilege to work as a servant leader for Savant’s clients.”

The Best-In-State Wealth Advisors list includes more than 5,000 advisors who have been ranked in their respective states by SHOOK Research. To be considered, advisors must have a minimum of seven years of experience; other factors like revenue trends, assets under management, compliance records, industry experience, and their approach to working with clients were also considered. Neither Forbes nor SHOOK received a fee in exchange for rankings. View the complete list of Best-In-State Wealth Advisors.

Loescher also has previously been ranked by Forbes. For three straight years he was named one of America’s top millennial advisors.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $9.5 billion in assets under management and assets under advisement (as of 12/31/2020). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

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