Savant Wealth Management Advisors Ranked Among AdvisorHub’s 250 Advisors to Watch RIA 2025
ROCKFORD, Ill. (July 02, 2025) — Savant Wealth Management, a fee-only registered investment adviser (RIA), announced that nine of its advisors earned national recognition from AdvisorHub in its 250 Advisors to Watch 2025 RIA 2025 ranking. This exclusive annual ranking, announced on June 12, highlights advisors who represent efficient and productive teams that have achieved scale without compromising service while maintaining healthy growth.
AdvisorHub evaluated and ranked advisors based on scope of practice including assets under management (AUM), production and level of service, growth of practice, and professionalism, which includes regulatory record, certifications, years of service, and community engagement. To be considered, advisors must have at least $150 million in AUM, at least seven years of experience, a clean regulatory record, and have spent two years at their current firm.
The following Savant advisors received the 250 Advisors to Watch RIA 2025 recognition:
- Richard O’Donnell, CFP®, earned the No. 16 spot. Based in Atlanta, GA, O’Donnell is a financial advisor, senior managing partner, and member owner of Savant.
- Jakob Loescher, CFP®, ChFC®, AIF®, CRPC®, CRPS®, earned the No. 19 spot. Based in Rockford, Loescher is a financial advisor, senior managing partner, and member owner of Savant.
- DeLynn Zell, CFP®, earned the No. 42 spot. Based in Birmingham, AL, Zell is a financial advisor, senior managing partner, and member owner of Savant.
- Angie Stephenson, CFP®, CPA/PFS, earned the No. 58 spot. Based in Lancaster, PA, Stephenson is a financial advisor, senior managing partner, and member owner of Savant.
- Joel Cundick, CFP®, AIF®, earned the No. 122 spot. Based in Vienna, VA, Cundick is a lead financial advisor and member owner of Savant.
- Laura Chiesman, CFP®, CDFA®, earned the No. 133 spot. Based in Satellite Beach, FL, Chiesman is a financial advisor, senior managing partner, and member owner of Savant.
- Danielle Dahn, CFP®, earned the No. 137 spot. Based in Naperville, IL, Dahn is a financial advisor and member owner of Savant.
- Tory Meiborg earned the No. 179 spot. Based in Cedar Rapids, IA, Meiborg is a financial advisor, senior managing partner, and member owner of Savant.
- Jack Phelps earned the No. 180 spot. Based in Wellesley, MA, Phelps is a financial advisor, senior managing partner, and member owner of Savant.
“We’re honored to have nine of our advisors named among AdvisorHub’s Top 250 Advisors to Watch for in 2025,” said Brent Brodeski, CPA, CFP®, CFA®, MBA, CEO of Savant. “We believe this recognition reflects our deep commitment to putting clients first and helping to deliver advice that’s not only personalized and proactive but also grounded in trust. Our advisors continue to combine innovation with empathy and are driven by our belief that all financial advice should always be made in the best interest of every client to help pursue their ideal future.”
To view the complete list of Top 250 Advisors to Watch in 2025, visit advisorhub.com/advisors-to-watch-ria-2025.
About Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for nearly 40 years with approximately $30.6 billion in assets under management and $1.3 billion in assets under advisement (as of 04/30/2025). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plans, 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, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP.
2025 AdvisorHub 250 Advisors to Watch RIAs: This rating was published in June 2025. Advisors are ranked on a 100-point 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; 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 two or fewer complaints and no significant judgments). Savant did not pay a fee to be included in the rankings.
Savant is a registered investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures on our website.